---
title: "Edit Automations"
slug: "edit-automations"
description: "Change the settings and group permissions of a SysTrack automation, or delete an automation and the tool schedules that run it."
status: "update"
updated: 2026-11-05T08:25:51Z
published: 2026-11-05T08:25:51Z
canonical: "documentation.lakesidesoftware.com/edit-automations"
---

> ## 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.

# Edit Automations

Edit an automation to change its settings, its category, or the groups that can use it. You can also delete an automation that you no longer need.

## Prerequisites

Editing is turned on. Click the lock icon in the upper-right part of the screen. While the page is locked, it is read-only.

## Edit an Automation

1. Go to **Configure** > **Tools** > **Automations and Collection Extensions** > **Automations** and click the name of the automation to edit.

![](https://cdn.document360.io/87d11426-6b1f-4b19-b593-b71e55a81af3/Images/Documentation/image(176).png?sv=2026-02-06&spr=https&st=2026-11-08T16%3A44%3A38Z&se=2026-11-08T17%3A44%3A38Z&sr=c&sp=r&sig=%2ByGQiB4umkzhIFsUVGTjwSNuq8Oc9Nw9K4C%2FumJHww0%3D)
2. In the upper right of the detailed view, click the **Edit** icon (pencil).

![](https://cdn.document360.io/87d11426-6b1f-4b19-b593-b71e55a81af3/Images/Documentation/image(177).png?sv=2026-02-06&spr=https&st=2026-11-08T16%3A44%3A38Z&se=2026-11-08T17%3A44%3A38Z&sr=c&sp=r&sig=%2ByGQiB4umkzhIFsUVGTjwSNuq8Oc9Nw9K4C%2FumJHww0%3D)
3. **Edit Automation** opens. You can change every setting except **Supported OS**. For each setting and its default, see [Create Automations](/documentation/docs/create-automations-1#CreatingtheAutomations).
4. (Optional) Select a **Category** from the list. The **Category** list shows **None**, the sensor categories, and the categories that other automations use. To add a category, click the **+** button to the right of the **Category** list. A category that you add with **+** is kept only when you save an automation with it. A category name can have up to 30 characters.
5. Click **Edit Permissions**.

![](https://cdn.document360.io/87d11426-6b1f-4b19-b593-b71e55a81af3/Images/Documentation/image(178).png?sv=2026-02-06&spr=https&st=2026-11-08T16%3A44%3A38Z&se=2026-11-08T17%3A44%3A38Z&sr=c&sp=r&sig=%2ByGQiB4umkzhIFsUVGTjwSNuq8Oc9Nw9K4C%2FumJHww0%3D)
6. In **Automation Permission Control**, select or clear the groups that can use the automation.

![](https://cdn.document360.io/87d11426-6b1f-4b19-b593-b71e55a81af3/Images/Documentation/image(179).png?sv=2026-02-06&spr=https&st=2026-11-08T16%3A44%3A38Z&se=2026-11-08T17%3A44%3A38Z&sr=c&sp=r&sig=%2ByGQiB4umkzhIFsUVGTjwSNuq8Oc9Nw9K4C%2FumJHww0%3D)
7. Click **OK**.

![](https://cdn.document360.io/87d11426-6b1f-4b19-b593-b71e55a81af3/Images/Documentation/image(180).png?sv=2026-02-06&spr=https&st=2026-11-08T16%3A44%3A38Z&se=2026-11-08T17%3A44%3A38Z&sr=c&sp=r&sig=%2ByGQiB4umkzhIFsUVGTjwSNuq8Oc9Nw9K4C%2FumJHww0%3D)
8. Click **Save Automation**.

![](https://cdn.document360.io/87d11426-6b1f-4b19-b593-b71e55a81af3/Images/Documentation/image(181).png?sv=2026-02-06&spr=https&st=2026-11-08T16%3A44%3A38Z&se=2026-11-08T17%3A44%3A38Z&sr=c&sp=r&sig=%2ByGQiB4umkzhIFsUVGTjwSNuq8Oc9Nw9K4C%2FumJHww0%3D)

### Check the Result

After you save, a message says that the automation was successfully updated.

![](https://cdn.document360.io/87d11426-6b1f-4b19-b593-b71e55a81af3/Images/Documentation/image(182).png?sv=2026-02-06&spr=https&st=2026-11-08T16%3A44%3A38Z&se=2026-11-08T17%3A44%3A38Z&sr=c&sp=r&sig=%2ByGQiB4umkzhIFsUVGTjwSNuq8Oc9Nw9K4C%2FumJHww0%3D)

To check the groups, click **View Permissions** in the detailed view of the automation.

![](https://cdn.document360.io/87d11426-6b1f-4b19-b593-b71e55a81af3/Images/Documentation/image(183).png?sv=2026-02-06&spr=https&st=2026-11-08T16%3A44%3A38Z&se=2026-11-08T17%3A44%3A38Z&sr=c&sp=r&sig=%2ByGQiB4umkzhIFsUVGTjwSNuq8Oc9Nw9K4C%2FumJHww0%3D)

![](https://cdn.document360.io/87d11426-6b1f-4b19-b593-b71e55a81af3/Images/Documentation/image(184).png?sv=2026-02-06&spr=https&st=2026-11-08T16%3A44%3A38Z&se=2026-11-08T17%3A44%3A38Z&sr=c&sp=r&sig=%2ByGQiB4umkzhIFsUVGTjwSNuq8Oc9Nw9K4C%2FumJHww0%3D)

## Delete an Automation

Delete an automation from its detailed view on the **Automations** tab. Editing must be turned on.

> [!CAUTION]
> **WARNING**: Deleting an automation also deletes the tool schedules that run it. Before you delete, check the **Scheduled** column. You can't undo the delete.

1. Go to **Configure** > **Tools** > **Automations and Collection Extensions** > **Automations**.
2. In the **Automations** table, check the **Scheduled** column of the automation. It shows the number of triggers (tool schedules) that run the automation.
3. Click the name of the automation.
4. In the upper right of the detailed view, click **Delete**.
5. Confirm the delete. If tool schedules use the automation, the confirmation shows how many scheduled triggers will no longer run.

The automation no longer shows in the **Automations** table.

## Troubleshooting

- You can't edit or delete the automation: the page is locked. Click the lock icon in the upper-right part of the screen.
- For other problems, see [Common Errors with Automations](/documentation/docs/common-errors-with-automations-1).