💡 Manual run · Workflow Automation

To test your configured automation, or to control when your automation starts, manual runs are best. It’s a manual event that starts the automation with your click and skips the selected trigger.

Manual run

The manual run is one of the three types of automation runs:

  • Regular run called run - a trigger is the event that starts automation - check out more →
  • Manual run - starts the automation by manual execution by a person and skips the trigger
  • Simulated run - advanced feature to check complex inputs - check out more →

Run an automation by manual runs

  • Go to an app
  • Click on the ... menu next to the app name
  • Tap on Workflow automation
  • Select an automation card in the gallery and click on it to open the automation editor
  • Click on the top right of your editor or use the shortcut cmd + b to open the run sidebar
  • Click the Manual run button
  • Choose the run options depending on which trigger you selected in your automation

:bulb:Note: For the manual run, you have different options depending on what trigger you use in your automation. Triggers for creating records or updating records, for example, allow users to specify if they want to run them for selected records, a number of records, or all records. In the webhook trigger, there are options to run on the last payload or to run on the custom payload.

Example of an automation test:

1.Create an automation:

  • Go to an app
  • Click on the ... menu next to the app name
  • Tap on Workflow automation
  • Click the New automation button on the top right
  • Name the new automation
  • Choose When a record is updated
  • Click on + Add action and choose Add a comment to the current record
  • Type a text in the Value field e.g. “Thank you”
  • Click on Create automation at the top right

The automation: "When a record is updated"“then write a comment e.g. “Thank you” in this record”

2.Test the automation by manual run

  • Click on the top right of your editor or use the shortcut cmd + b to open the run sidebar
  • Click the Manual run button
  • Select Run on selected records
  • Select one of the displayed records under Start run (if no record is shown, please add one in your app)
  • Click the Start run button
  • See logs in the run sidebar
  • Open the latest run
  • To see the execution in the record click on the ID in the log that shows “Add a comment to the current record performed on Record ID XXXXXXX” this navigates you to the record
  • To return to the automation editor, click the grey icon in the right-hand activity stream

Check out more about logs in the run sidebar →