You can easily edit an automation any time. Editing automations gives you flexibility to change the workflow of decisions in your bot as markets change and your strategy evolves.
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.
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FAQs
What happens if I remove a decision from the automation editor?
Removing a decision deletes all actions that follow.
Is there an "undo button" if I accidentally make a change I did not want to make?
There is no "undo button," but you do have the option to precede decisions, which makes it easier to correct mistakes.
Can I insert new actions into an automation anywhere I wish?
Yes, you can hover over any action and a gear icon will appear in the upper right corner. This enables you to precede the action with another action so you can add additional decisions to an automation.
If I edit an automation will the updates be automatically reflected inside any bot using that automation?
Yes, any modifications made to an automation are transferred everywhere the automation is used in the platform. You can always copy an automation if you want to make edits and preserve the original.
How do I modify an automation without rebuilding the automation?
You can create a copy of any automation. Hover over the automation and select the copy icon.
How do I modify or update the custom inputs in an automation?
Hover your mouse over an automation and select the"i" icon to view and edit the different variable fields.
If variables are bot-level inputs, you can adjust them by selecting the gear icon in the top right corner of your bot and selecting settings.
Can I edit an automation even if I'm not currently inside the bot using the automation?
Yes. You can edit an automation from the bots homepage. Select the Automations tab under “My Library” to access your automations. Select an automation, and you will be redirected to the automation editor.
Do I have to use an automation inside a bot for it to be saved to "My Automations?”
No, you can build an automation and save it to your library for future use without assigning it to a bot.
Do I have to use all of the different actions inside the automation editor for it to work?
No.
Can I start an automation with any type of bot action?
Yes, you can start any automation with any type of bot action.
