Editing, Deleting, and Disabling Automation Rules
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Availability: Legacy Business, Legacy Enterprise.; Unavailability: Legacy Free, Legacy Professional.; |
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Availability: Team, Business, Enterprise, Pinnacle. ; Unavailability: Free; |
Account admins and owners can manage automation rules. On Enterprise accounts, these rights can be revoked from admins.
You can edit, delete, or disable automation rules as needed. To manage these rules at the Account, Space, or Custom item type level, switch to the respective settings for Account, Space, or Custom item type.
If a rule is automatically disabled due to its conditions no longer being operable (e.g., a deleted workflow status or destination folder), you'll need to edit it before enabling it again.
If you no longer need an automation rule to work, you can disable it instead of deleting it in case you might need to enable it again later. Wrike can also automatically disable some rules if their conditions are no longer applicable. You can manually edit and enable these rules.
Space admins can manage automation rules in their spaces.
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Navigate to the relevant space and click the gear icon to open the space's settings.
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Select the Automation tab.
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Here you see the list of all space automation rules:
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To disable a rule, switch the toggle to the left of the rule name.
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A green toggle button means the rule is enabled and working.
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A white toggle button signifies the rule is disabled.
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To edit a rule, click on it, make the necessary changes in the rule constructor that opens, and then click Done.
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To delete a rule, right-click it, select Delete, and confirm your decision in the pop-up.
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To duplicate a rule, right-click it and select Duplicate. Make the necessary changes in the rule constructor that opens, and then click Create. If you want to cancel, click Cancel.
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Note
When the account reaches the limit available for your plan, you won’t be able to create more rules than your limit allows. Space admins can see and review their limits for Rules and Actions in the Rules counter tab.
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Click your profile image in the sidebar on the left.
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Select Settings.
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Click Automation in the left panel under the Account Management section.
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Here you see the list of all automation rules:
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To disable a rule, switch the toggle to the left of the rule name.
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A green toggle button means the rule is enabled and working.
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A white toggle button signifies the rule is disabled.
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To edit a rule, click on it, make the necessary changes in the rule constructor that opens, and then click Done.
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To delete a rule, right-click it, select Delete, and confirm your decision in the pop-up.
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To duplicate a rule, right-click it and select Duplicate. Make the necessary changes in the rule constructor that opens, and then click Create. If you want to cancel, click Cancel.
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Note
Deleted automation rules can't be restored.
Note
You might not be able to edit some rules if you no longer have access to one of the folders, projects, or spaces that the rule depends on. If this is the case, you'll see a notification about it at the top of the view
Note
When the account reaches the limit available for your plan, you won’t be able to create more rules than your limit allows. Account admins can see and review their limits for Rules and Actions in the Rules counter tab. However, this menu doesn't include space-level automations.