We're excited to announce that the ability to run Automations from Lists is now available for all practices.
What does this mean for FYI users?
This feature streamlines the process of running manual processes, with users able to select clients, jobs, or documents, and run the required automation in only a few clicks.
For users with the appropriate permissions, the "Run Automation" button will be displayed on the following Lists in FYI, available from both the toolbar and the right-click menu:
- Clients
- Jobs
- Documents
This includes lists within Workspaces, for example, from the Client - Documents list.
Run from Lists is available for manual automations only, and scheduled automation processes will continue to run as per their scheduled intervals.
Manual automations must have the From List option enabled within the Automation details.
Who is this available for?
This feature is available to all practices on the Pro and Elite plans with access to Automation processes.
To run an automation from a List, users must be either an FYI Admin or belong to a User Group with the Run Automations from List permission enabled.
Want to get started?
An FYI Admin, or users with permissions to manage Automations, can begin enabling manual Automations for Run from List. Refer to Setting up Custom Processes.
To enable the Run Automations from List permission for User Groups, refer to Managing User Groups.