---
title: "Automations Overview"
slug: "automations-overview"
description: "Learn what SysTrack automations are, how they run, and how to read the Automations list, the detailed view, and automation permissions."
status: "new"
updated: 2026-11-05T08:22:01Z
published: 2026-11-05T08:22:01Z
canonical: "documentation.lakesidesoftware.com/automations-overview"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://documentation.lakesidesoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Automations Overview

An automation runs approved scripts, called Actions, on endpoint devices, with settings that control when and how the scripts run. An automation can run automatically when a sensor triggers (with a tool schedule), manually by the end user (in Self-Help), or by a member of the IT team in Assist, Resolve, or Prevent.

Each automation runs one file of one Action. Actions are executable files and can include batch scripts, PowerShell scripts, JavaScript files, or Node scripts. The endpoint device must support these script types.

You manage automations on the **Automations** tab at **Configure** > **Tools** > **Automations and Collection Extensions** > **Automations**. To create one, see [Create Automations](/documentation/docs/create-automations-1).

## Automations View

The **Automations** tab lists the automations in a table with these columns:

![](https://cdn.document360.io/87d11426-6b1f-4b19-b593-b71e55a81af3/Images/Documentation/image(166).png?sv=2026-02-06&spr=https&st=2026-11-08T16%3A54%3A29Z&se=2026-11-08T17%3A54%3A29Z&sr=c&sp=r&sig=CbliXGFlI4qHCIpJV84BfVYA2dAd4fwZ2atE2dnissE%3D)

| **Column Name** | **Description** |
| --- | --- |
| Name | A customer-defined name of the automation. |
| Category | The category of the automation. |
| In Assist? | Whether the automation is available in Assist. |
| In Self-Help? | Whether the automation is available in Self-Help. |
| OS | The operating system that the automation supports. |
| Run As | Whether the automation runs as the user or as the system. |
| Runtime Limit | The configured runtime limit. |
| Scheduled | The number of triggers (tool schedules) that run the automation. |
| Last Modified | The date and time when the automation was last updated. |

You can search, filter, or sort the **Automations** table by column.

![](https://cdn.document360.io/87d11426-6b1f-4b19-b593-b71e55a81af3/Images/Documentation/image(167).png?sv=2026-02-06&spr=https&st=2026-11-08T16%3A54%3A29Z&se=2026-11-08T17%3A54%3A29Z&sr=c&sp=r&sig=CbliXGFlI4qHCIpJV84BfVYA2dAd4fwZ2atE2dnissE%3D)

Click an automation in the **Automations** table to open its detailed view.

## Detailed View

The detailed view of an automation shows its settings, its details, the scheduled automations by role and sensor, how it runs, and its options. In the upper right of the detailed view, you can click to edit the automation, export it, or delete it. See [Edit Automations](/documentation/docs/edit-automations), [Transferring Automations Across Tenants](/documentation/docs/transferring-automations-across-tenants) for export and import, and [Delete an Automation](/documentation/docs/edit-automations#delete-an-automation).

![](https://cdn.document360.io/87d11426-6b1f-4b19-b593-b71e55a81af3/Images/Documentation/image(168).png?sv=2026-02-06&spr=https&st=2026-11-08T16%3A54%3A29Z&se=2026-11-08T17%3A54%3A29Z&sr=c&sp=r&sig=CbliXGFlI4qHCIpJV84BfVYA2dAd4fwZ2atE2dnissE%3D)

The **Scheduled Automations** section of the detailed view displays the role to which a schedule is applied, the relationship between automations, and the sensors that trigger them. To open the Tool Schedules tab of a role, click **Manage Tool Schedule** in the row of that role. To open a sensor, click **View Sensor in Prevent**. This link is not shown for every sensor. To schedule an automation, see [Tool Schedules](/documentation/docs/schedule-automations).

## Automation Permissions

Automation permissions control which user groups can use an automation. In the detailed view of an automation, click **View Permissions** to review the groups that have permission for it.

![](https://cdn.document360.io/87d11426-6b1f-4b19-b593-b71e55a81af3/Images/Documentation/image(169).png?sv=2026-02-06&spr=https&st=2026-11-08T16%3A54%3A29Z&se=2026-11-08T17%3A54%3A29Z&sr=c&sp=r&sig=CbliXGFlI4qHCIpJV84BfVYA2dAd4fwZ2atE2dnissE%3D)

When automation permissions were added in 11.1, existing automations were given to every group (SysTrack On-Premises) or to the **All Users** and **Assist for ITSM** groups (SysTrack Cloud). A new automation has no groups. Select them with **Edit Permissions** when you create or edit the automation.

In SysTrack Cloud, **Assist for ITSM** is a group in **Automation Permission Control**. ITSM stands for IT service management. If you use ServiceNow, select the **Assist for ITSM** group to make the automation available in Assist for ITSM.