Nova Help

Turn an automation on or off

Find an automation in the Automations list, check whether it is ready to run, then turn it on or pause it with one confirmed click.

Updated in release 0.0.1 Needs permission from your admin Open this page in Nova

In the sidebar, open Automation, then Automations. The page address is /lifecycle-automation/automations. This is the plain on/off list for every automation in your organization, without opening the builder.

Before you start

  • Anyone with automation view permission can read the list. Turning an automation on or off needs permission to publish automation definitions; without it the Turn on and Pause buttons stay off.
  • You have to be online. When you are offline the page shows a notice and every switch is disabled until you reconnect.

Steps

  1. Find the automation. Type in Search automations or press Filters and narrow by Status (On, Off, Draft, Archived), Domain (for example Work Orders or Invoices) or Channel (Email or SMS).
  2. Read the readiness chip next to the status chip on the row. Ready means it can run; Running means it is already on; Needs setup means something is missing, and the row says what, for example a texting number that is not set up yet, or no published version.
  3. To switch it on, press Turn on on the row. The Turn on automation? dialog explains that new matching records will start enrolling. If there are unresolved checks, they appear under Setup warnings so you can decide.
  4. Press Turn on automation to confirm. The status chip changes to On.
  5. To stop it, press Pause on the row. The Pause automation? dialog warns that pending work is blocked and active enrollments are paused, even for records where someone forced the automation on.
  6. Press Pause automation to confirm. The chip changes to Paused.

What you see

  • Four counters at the top: Total, On, Off and Needs setup.
  • Each row shows the automation's name, a Default tag when it is one Nova ships with, the status chip, the readiness chip, the channel, the area it belongs to, how many records are enrolled, how many actions are pending and when it was last updated.
  • Advanced on a row opens the full builder for that automation, where the trigger, timing and messages can be changed.
  • Simple view at the top opens Customer Messages (in Settings, under Communications), a shorter list of the same switches.

If something looks different

  • Turn on is greyed out and the readiness chip reads Unavailable: the automation cannot run in your organization right now. Open Advanced to see why, or ask your admin.
  • The chip reads Globally paused: someone paused this automation for the whole organization. Turn on lifts that pause.
  • The list is empty and reads No automations match these filters: set each filter back to All statuses, All domains and All channels and clear the search, or use Verify default pack to restore the standard automations. See Pause many automations or restore the defaults.

Open Automations

Built-in and custom automations

Built-in automations offer Turn on and Turn off. Turning one off cancels its unsent messages and keeps its history. Turning it back on resumes future scheduled work; missed reminders stay unsent. Built-ins cannot be archived or deleted. Catalog updates preserve your off choices and custom wording.

Custom automations can be archived. Delete unused draft is available only for a custom draft that has never been published or used, and needs permission to delete drafts.

When publishing a custom automation, Replace a built-in message (optional) lets you choose the built-in message it replaces. Publishing turns that built-in off and cancels its unsent work. Nova prevents both from being active together. Pausing the replacement keeps the built-in off; turn it on explicitly when ready.

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