Editing and Cloning Automations in Zendesk
Can I edit or clone an existing automation in Zendesk?
Yes, you can easily edit or clone an existing automation in Zendesk. To edit, go to the Admin Center, click 'Objects and rules', then 'Business rules > Automations'. Find the automation you want to edit, hover over it to reveal the options menu, and select 'Edit'. Make your changes and click 'Update and Submit'.
To clone an automation, follow the same steps to locate the automation, but select 'Clone' from the options menu. Enter a new name and modify the conditions and actions as needed. Remember, while conditions can overlap, they cannot be identical. Click 'Create automation' to save your cloned automation.
More related questions
How do I create a new automation in Zendesk?
Creating a new automation in Zendesk is straightforward. Start by navigating to the Admin Center, then click on 'Objects and rules' in the sidebar and select 'Business rules > Automations'. From there, click 'Add Automation'. You'll need to enter a…
How can I reorder automations in Zendesk?
Reordering automations in Zendesk is important because they run sequentially every hour. To reorder them, go to the Admin Center, click 'Objects and rules', then 'Business rules > Automations'. Open the options menu at the top of the list of active…
What is the difference between deleting and deactivating an automation in Zendesk?
In Zendesk, deleting an automation removes it permanently, while deactivating it allows you to keep it for future use. To delete an automation, go to the Admin Center, click 'Objects and rules', then 'Business rules > Automations'. Find the…
How can I ensure an automation only runs once in Zendesk?
To ensure an automation only runs once in Zendesk, you need to include a condition that can only be true once or an action that cancels a condition after it's met. This setup prevents the automation from running repeatedly on the same ticket. When…
What are the limitations on the number of automations in Zendesk?
Zendesk allows you to have up to 500 active automations at any given time. Additionally, each automation must be less than 65kb in size. These limitations are important to keep in mind when planning your automation strategy, especially if you have…
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