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.

Do you still have questions? Reach out to the Segura Community.