When to use triggers and automations<\/h2>\n
We’d recommend that you only set up triggers and automations once you’ve finished building and testing your workflow.\u00a0That way all the form fields that you might want to use in an integration, or all the details that you’d like someone to complete in a workflow run are published or up to date.<\/p>\n
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- Scheduling<\/a> a workflow to recur, or to run for one-off events<\/li>\n
- Creating a link to send to someone that runs a workflow<\/a><\/li>\n
- Creating multiple workflow runs<\/a> from a CSV file<\/li>\n
- Automating<\/a> your workflow to create efficiency between apps<\/li>\n
- Integrating<\/a> any tools you can imagine<\/li>\n<\/ul>\n
How to use triggers and automations<\/h2>\n
You can set up<\/strong> triggers when editing a workflow or when viewing it. You can also view<\/strong> what trigger runs that workflow or what automations are set up on it when editing or viewing it.<\/p>\n
When viewing a workflow<\/h3>\n
Anyone can view the triggers you have set up on a workflow run. If they don’t have permission to edit<\/a>, they can only view but not change the triggers.<\/span><\/p>\n
At the top of your workflow and on tasks that have automation, you’ll see the automation icon. This is where you can click to initiate automation, as shown below.<\/p>\n
![\"\"](\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/automatino.gif\")
<\/h3>\nWhen the modal appears, this is where you can choose the type of automation and the app you’d like to connect to.<\/p>\n
When editing a workflow<\/h3>\n
Inside the workflow editor, you’ll see the automation button at the top of your task list and you’ll find it in the ‘three dot menu’<\/strong> in each task as well as at the bottom of the task list. You can also find existing automation icons on the tasks that have them.<\/p>\n
![\"\"](\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/automation-in-editor.gif\")
<\/p>\nNote that if you set up an automation in edit mode, you are reminded that you need to publish the workflow first before you can use any new form fields that you added in.<\/p>\n
![\"\"](\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/Triggers-unsaved-changes.png\")
<\/p>\nHow to view edit triggers<\/h2>\n
To view triggers and automation you already have set up, click the triggers and automation button to open up the modal or\u00a0click the automation icon in a task, as shown below.<\/p>\n
<\/p>\nIf you want to edit automation that’s already set up, first you’ll need to use the toggle button to turn it off, after which you can edit or delete it.<\/p>\n
Learn more about running workflows<\/a>, automations<\/a>, scheduling<\/a> workflows and creating workflow run links<\/a>.<\/p>\n
- Creating a link to send to someone that runs a workflow<\/a><\/li>\n