Automation edition

Hello, it would be nice the option to be able to modify an automation when “edit automation” is selected, being able to take out some of the actions from the automation recipe or add new ones, without the need to do all over a new automation from the beginning to include the new modifications.

For example if I have an automation that when a status changes, somebody is assigned… and later on I see that also would be nice add to the same automation to set the date of assignment to today, that the new action could be added editing the original recipe, instead of adding a separated automation or redoing the original over again to include the additional action.

Yes!! If when you select edit automation you can have the same options to add or delete as you do when you originally created the automation it would be very helpful. I have to re make the automation when I forget something. While creating an automation is pretty painless, it still is burdensome to have to try and rebuild exactly what I built before with one minor tweak.

1 Like

I completely agree. This is one feature that would make this a lot more friendly. The one workaround that I wanted to share, if you click the 3-dots on the automation, you can select duplicate, and it will let you modify as if it were new. That is less painful than creating from scratch. Hopefully the Edit option gets added soon.


I agree. This is very puzzling for a new user.

I agree. Editing an automation is very limited, it only lets you change the column / value selections but you cannot restructure the automation at all. It’s been very frequent that I have to rebuild the automation as a new creation, then delete the old one, just to add a condition or add one 1 more action.
Ideally the edit screen should look exactly like the create screen, where you can add and remove lines.

This would be so helpful. I currently in the middle of testing monday to see if it would be right for us and I’m pretty tired of recreated automations over and over and over

Small tip: when you duplicate a custom automation you can edit it from the start (restructuring it etc). Save it and delete the one you wanted to modify.

Easy as that :slight_smile:

1 Like

Thanks ramsinator and basdebruin, for sharing the tip about the duplication. It seems as a helpful workaround while team will develop/improve the automation recipes edition.