The Automations dashboard in eCourtDate gives you a centralized view of all your workflows, auto docs, chatbots, and availability templates, so you can monitor, edit, and control every automation from one place.

### Overview

As your agency builds more automations, managing them becomes critical. The Automations dashboard provides tools to view active and paused automations, edit configurations, review run history and logs, and deactivate automations that are no longer needed. This guide covers the day-to-day management of your automations after they have been created.

- **What it does:** Provides a centralized interface for viewing, editing, monitoring, and controlling all automations in your agency.
- **Why it matters:** Keeps your team in control of automated processes, helps identify issues quickly, and ensures only relevant automations remain active.
- **Who uses it:** Agency administrators and supervisors responsible for maintaining operational automations.
- **Expected outcome:** A well-organized, up-to-date set of automations that run reliably and can be adjusted as your agency's needs change.

### Prerequisites

Before managing automations, make sure you have:

- An active eCourtDate agency on staging or production
- Super admin access, or the **Manage Automations** permission
- At least one automation (workflow, auto doc, chatbot, or availability template) already created

### How-To Steps

#### Step 1: Access the Automations Dashboard

1. Go to **Admin** > **Automations** in the top navigation bar.
2. The dashboard displays tabs for each automation type: **Workflows**, **Auto Docs**, **Chatbots**, and **Availability**.
3. Each tab shows a list of automations with their name, status, creation date, and last run date.

#### Step 2: Filter and Search Automations

1. Use the **Search** field at the top of any tab to filter automations by name.
2. Use the **Status** filter to show only active, paused, or draft automations.
3. Click the column headers to sort by name, status, creation date, or last run date.

#### Step 3: View Automation Details

1. Click the **Edit** button on any automation to open its detail page.
2. Review the configuration, including triggers, conditions, actions (for workflows), merge field mappings (for auto docs), knowledge base settings (for chatbots), and hours (for availability templates).
3. Click the **Run History** or **Analytics** tab (where available) to view execution logs and performance data.

#### Step 4: Edit an Existing Automation

1. Open the automation you want to modify by clicking **Edit**.
2. Make your changes to the configuration:
   - Update triggers, conditions, or actions for workflows.
   - Update merge field mappings or templates for auto docs.
   - Update knowledge base, tone, or fallback settings for chatbots.
   - Update business hours or holidays for availability templates.
3. Click **Save** to apply your changes.
4. If the automation is active, changes take effect immediately.

#### Step 5: Review Run History and Logs

1. Open a workflow or auto doc and click the **Run History** tab.
2. Each entry shows:
   - **Trigger Event**: What event started the execution.
   - **Timestamp**: When the execution occurred.
   - **Status**: Whether the execution succeeded, failed, or was skipped.
   - **Details**: Which conditions were evaluated and which actions were performed.
3. Click on an individual entry to view the full execution log.
4. Use the run history to identify patterns, such as frequent failures or unexpected skips.

#### Step 6: Pause an Automation

1. Open the automation you want to pause.
2. Change the **Status** to **Paused** (or click the status toggle on the list view).
3. Click **Save** to apply.
4. The automation remains saved but stops executing. It can be reactivated at any time.

#### Step 7: Deactivate and Archive an Automation

1. Open the automation you want to deactivate.
2. Change the **Status** to **Archived**.
3. Click **Save** to apply.
4. Archived automations are removed from the active list but remain in the system for reference.
5. To permanently delete an automation, click the **Delete** button. This action cannot be undone.

#### Step 8: Reactivate a Paused Automation

1. Use the **Status** filter to find paused automations.
2. Click **Edit** on the automation you want to reactivate.
3. Change the **Status** to **Active**.
4. Click **Save** to resume the automation.
5. The automation begins executing again immediately for any new trigger events.

### What to Expect

After following these management steps, your Automations dashboard reflects the current state of all your automations. Active automations continue to run based on their configured triggers. Paused automations are on hold and can be resumed at any time. Archived automations are stored for reference but no longer execute. Run history and analytics provide ongoing visibility into how your automations are performing.

### Best Practices

- Review your automations dashboard weekly to check for failed executions and unexpected behavior.
- Pause automations temporarily instead of deleting them if you might need them again.
- Use the **Run History** tab to audit automation activity before and after making changes.
- Keep your automation list organized by archiving automations that are no longer in use.
- Assign clear, descriptive names to all automations so your team can quickly identify their purpose.

### Frequently Asked Questions

**Q: Can I see a history of all changes made to an automation?**
A: The **Run History** tab shows execution logs. For configuration changes, check the audit log under **Console** > **Audit Logs** for a record of who changed what and when.

**Q: What happens to in-progress executions when I pause an automation?**
A: Pausing an automation prevents new executions from starting. Any execution that is already in progress will complete. New trigger events that occur while the automation is paused are not queued and will not execute retroactively when the automation is reactivated.

**Q: Can I bulk-manage multiple automations at once?**
A: Currently, each automation must be managed individually. Use the search and filter tools to quickly find the automations you need to update.

**Q: How do I know if an automation is causing issues?**
A: Check the **Run History** tab for failed or skipped executions. A high failure rate or unexpected skips indicate a configuration issue. Review the error details in the execution log for specific guidance.

**Q: Can I export my automation configurations?**
A: You can view and copy automation configurations from the edit page. For a full export, contact eCourtDate support for assistance.

### Troubleshooting

**Issue:** Automation shows as active but is not executing.
**Symptoms:** The automation's status is **Active** but the **Run History** tab shows no recent entries.
**Solution:**

1. Verify the trigger event is actually occurring in the system (e.g., clients are being created, events are being updated).
2. Open the automation and confirm the trigger and conditions are configured correctly.
3. Check that **Simulate Mode** is not enabled, which would create entries but not deliver results.
4. Review the **Run History** for any entries marked as "skipped" due to unmet conditions.

**Issue:** Cannot edit or save changes to an automation.
**Symptoms:** The **Save** button does not respond, or an error message appears after clicking **Save**.
**Solution:**

1. Verify you have the **Manage Automations** permission by checking your user role under **Admin** > **Users**.
2. Check that all required fields are filled in (required fields are typically marked with an asterisk).
3. Refresh the page and try saving again.
4. If the issue persists, clear your browser cache and log in again.

**Issue:** Run history shows failed executions.
**Symptoms:** Entries in the **Run History** tab are marked as "Failed" with error details.
**Solution:**

1. Click on the failed entry to view the error details.
2. Common causes include missing client contact information (for message actions), invalid status values (for update actions), and deleted templates (for message or document actions).
3. Fix the underlying issue (update client data, correct status values, or re-link templates).
4. Test the automation again to confirm the fix.

> **Important:** If you continue to experience issues after following these troubleshooting steps, sign in to eCourtDate and create a ticket by clicking the ticket button in the bottom right corner of the screen.

### Related Articles

- [Automations Overview](/automations-overview)
- [How to Build Automated Workflows](/how-to-build-automated-workflows)
- [How to Create Workflows](/how-to-create-workflows)
- [How to Create Auto Docs](/how-to-create-auto-docs)
- [How to Create a Chatbot](/how-to-create-a-chatbot)
- [How to Create Chatbots](/how-to-create-chatbots)
- [How to Set Up AI Chatbots](/how-to-set-up-ai-chatbots)
- [How to Create Availability Templates](/how-to-create-availability-templates)