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Managing automations

A tenant admin or analytics admin can manage automations from the Management Console. Automations are enabled by default in the tenant.

For information on how to create automations, see Qlik Application Automation.

Enabling automations in the tenant

The Automation Creator role is automatically assigned to all users by default. Tenant administrators can turn off this automatic role assignment by toggling off the Auto assign option under Users > Permissions in the Management Console.

For information about assigning roles, see Assigning Security Roles.

Viewing automation information

A tenant admin or analytics admin can see all the automations under Automations in the Management Console.

The Automations table lists all automations and runs for the tenant. The Automations tab displays information about each automation, like whether the automation is enabled or disabled, the status of the last automation run, and the automation run mode. The Runs tab displays information of all the runs during the last 30 days, including the run title, context and duration.

You can perform a set of actions by clicking Three dots to expand menu at the end of the automation row. The menu options allows you to view the automation's runs, change owner, enable or disable the automation, and delete it.

When you select one or more automations, you can perform bulk actions view the runs for the selected automations, enable, disable, or delete them.

Automations table from the management console with three selected automations and bulk action menu


Automation monitoring filters

The Automations and Runs tabs can be filtered to easily find a specific automation or run. Both tabs allow the use of multiple filters, allowing you to narrow down the list of automations or runs.

The Automations tab can be filtered by:

  • Automation name

  • Last run status

  • Run mode

  • Owner name

The Runs tab can be filtered by:

  • Automation name or run title

  • Last run status

  • Context values.

  • Automation by name.

  • Owner name.

  • Run start time.

Tip noteThe Run mode filter in the Automations tab is useful to see the upcoming automations and what kind of triggers they have. The Context filter in the Runs tab shows how previously run automations were triggered.

Enabling individual automations

A tenant admin or analytics admin may need to disable automations to prevent rate limits from being exceeded. Automations are enabled and disabled from the automations table view in the Management Console. When users create automations, they are enabled by default. You can enable and disable automations from the Three dots to expand menu menu at the end of the automation row and select Enable or Disable.

When a tenant admin or analytics admin disables an automation, the automation owner will see a Disabled status on the automation overview page.

A disabled automation can be enabled by the tenant or analytics admin from the Management Console or by the automation owner from the automation overview page. This means that the tenant or analytics admin cannot prevent the automation owner from re-enabling their automation.

Changing the owner of an automation

The tenant or Analytics admin can change the automation owners from the Management Console. This gives them the ability to prevent an automation from being re-enabled by the owner. To change the owner, click Three dots to show more options , then select Change owner. When the tenant admin changes the owner, the automation is disabled and it picks up the new owner's credentials for any relevant connection. If the new owner does not have the appropriate credentials, the automation needs to be manually configured.

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