Publishing Process

Learn about the automation publishing process

Draft Automation Rules

Users can create draft automation rules which will run in a 'Test' or 'Draft' mode. Rules with this status will not be executed within your organization or user base. They will show you what would have happened, if the rule was published and run. This is useful for:

1. Testing that any complex automations run correctly, before publishing or running them live.

2. Testing any automations that remove users access to products. To avoid inadvertently removing access from the wrong users.

3. Creating a draft list of users that you can manually address. e.g. If automatically removing user access is too risky, creating a draft will list the users that meet your rule criteria, allowing you to manually remove them when you're ready.

If a draft rule is published, all draft results will be immediately cleared and the rule will be refun at the next scheduled run time.

Publish and Unpublish Automation Rules

Users can Publish draft automation rules, which will make them immediately active and they will run at the next scheduled time.

Pressing the Unpublish button will move an automation rule into a draft state. It will still run at the next scheduled time, but only in a draft state, not making any changes to your organization or user base. You can see the results of the draft automation in the 'Draft' tab, within the rule details.

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