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Update, clone, or turn off automations

This document is for Invicti Platform

Automations define how Invicti Platform interacts with your other systems. This document explains how to view and manage your automation by editing, cloning, turning off, or deleting it. For information about creating an automation, refer to Creating a new automation.

info

Full access to manage automations is only available to users with the Automations: full Access permission.

View all created automations​

After you create an automation, it immediately appears on the All automations page where you can also view all the automations you have set up.

Use the filter options at the top of the table to view your automations by target group, specific target, integration, or status.

All automations page showing created automations

Edit an automation​

  1. Click the three-dot menu (⋮) next to the automation you want to edit.

  2. Select Edit from the dropdown menu.

Three dots menu with Edit option
  1. Click the pencil icon next to the name or description to make changes. Click Save when finished.
Edit automation name and description
  1. Hover over the Scope, Event, or Action sections to reveal Edit or Delete options.
tip

The scope cannot be deleted.

Edit and delete options for automation components

  1. To add more events or actions, click the plus (+) icons in the relevant sections.

  2. Click Save changes to apply your updates.

  3. To discard your edits, select Discard changes.

Save changes and Discard changes options

You return to the All automations page, where you can view all existing automations.

Clone an automation​

  1. Click the three-dot menu (⋮) next to the automation you want to clone.

  2. Select Clone from the dropdown menu.

Three dots menu with Clone option
  1. Enter a name and description for your new automation, then select Save.
Clone automation name and description form

  1. The components of your cloned automation are now visible. Click on any component to edit its specifications, or click the + (plus) icons to add more events or actions.

  2. Click Save changes to save your new automation.

  3. To discard your edits, select Discard changes.

Save changes and Discard changes options

Your cloned automation is now visible on the All automations page.

Turn off or delete an automation​

  1. Click the three-dot menu (⋮) next to the automation you want to clone.

  2. Select Turn off or Delete from the dropdown menu.

Turn off and Delete options in dropdown menu
  1. If deleting, click Yes to confirm deletion of the automation.

Turned off automations are marked as Off in the Status column. To enable an automation, click the three-dot menu (⋮) icon and select Enable.

Need help?​

Invicti Support team is ready to provide you with technical help. Go to Help Center

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