Optix

Click on the 3 dots to the right of an Automation

1. Click on the Automations tab
 
2. Click on the 3 dots to the right of an Automation
 
3. Click Edit

1. Click on the Automations tab
 
2. Click on an Automation
 
3. Click the Pencil icon to edit

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NOTE: Any edits made to a live Automation will create a new version of that Automation (ie. V2, V3 etc.) and will not be applied to Users already enrolled in the Automation you have edited.

<a href="https://support.optixapp.com/en/articles/9510044-how-do-multiple-versions-work-with-automations">Read this article to learn about how newer versions of Automations affects current Enrolments.</a>

As an Admin, learn how to edit a live Automation.

How can I edit or change a live Automation?

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Editing a live Automation