Editing automations inside the platform is incredibly easy. To edit any automation type from the Automations tab, simply select the edit icon of the automation you wish to edit.
From the automation editor, you can make changes to any of the decisions or actions the bot goes through inside the automation.
To edit a variable field, select the decision recipe and make the desired changes.
Edits are immediately transferred to any bots running the automation.
Automation library (1:01)
You can also edit automations from the automation library found on the Bots homepage. You can edit any automation saved to your library at any time, and the changes will be reflected in all bots using the automation.
Select the automation to view the automation editor. You can also see how many bots are currently using the automation.
For example, if you wanted to quickly edit a monitor automation that manages put credit spreads, you can select the automation in the library.
The changes will be made for all bots using the automation.
Edits are automatically saved when you exit the automation editor. The bottom left timestamps the last time changes were made.
Always be careful when making changes to automations that run in multiple bots! Double-check all bots using an automation to ensure that you want the edits applied to different positions. If you don’t want to edit an automation across multiple bots, you can always make a copy and modify the copied version.