How to clone or edit an automation

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In this article, you’ll learn how to clone or edit an automation.


Clone automation

  1. On the Segura® platform, in the upper left corner, click the Grid Menu, identified by the nine squares box, and select EPM.
  2. Select General ➔ Automation.
  3. Find the automation you want to clone.
  4. In the column Action, click on the icon , identified by the three vertical dots, and select the option Clone.
  5. Click Yes.

Edit automation

  1. On the Segura® platform, in the upper left corner, click the Grid Menu, identified by the nine squares, and select EPM.
  2. Select General ➔ Automation.
  3. Find the automation you want to edit.
  4. In the column Action, click on the icon Edit, identified by the pen and paper icon.
  5. In the pop-up window, Automation register, make the changes you want.
  6. Click Save.