Editing plans
You can view and edit all your plans in the workspaces you are assigned to from the
plan details page.
Before you begin
- You must have the appropriate permissions for the environment and workspace where the plan is located.
- You must have Author permission to edit plan steps.
- You must have Execute permission to edit or delete triggers.
Procedure
Results
| Action | How |
|---|---|
| Rename the plan | Hover over its name and click the  icon. |
| Edit the plan run settings | Click the icon next to Trigger. |
| Add or edit the triggers | Click the icon next to Trigger. |
| Delete the triggers | Click the  icon next to each trigger name under the Trigger
type area or edit the schedule configuration. |
| Edit the plan steps | Click the icon next to Plan steps. For more information, see Configuring the plan steps in the plan edit view. |
| Access the details page of the tasks used in steps | Expand the steps and click the task name in the Plan steps box. |
| Run the plan | Click the Run now button. |
| Pause the plan runs | Click the Pause button. |
| Resume a paused plan | Click the Resume button. |
| Duplicate the plan on another workspace in the same environment | Click
> Copy / Move on the top right corner. |
| Move the plan from the current workspace to another one in the same environment | Click
> Copy / Move on the top right corner. |
| Delete the plan | Click
> Delete on the top right corner. |
| Allow or block the parallel run of a plan | Click the icon next to Trigger. |
| Edit the description of the plan | Click the next to the Description header. |
| View the run history of the plan | Click Run History next to the Last 5 runs section. |
| Configure email notifications for yourself if a plan run reaches a certain status | Click the  icon. |