Skip to main content Skip to complementary content

Editing plans

You can view and edit all your plans in the workspaces you are assigned to from the plan details page.

Before you begin

  • You must have the appropriate permissions for the environment and workspace where the plan is located.
  • You must have Author permission to edit plan steps.
  • You must have Execute permission to edit or delete triggers.

Procedure

  1. Open the Management page.
  2. Go to the Plans tab.
  3. Click the name of the plan you want to edit.
    You can use the faceted search at the top of the page to filter the list.

Results

The following table presents the actions you can perform from the plan details page
Action How
Rename the plan Hover over its name and click the icon.
Edit the plan run settings Click the icon next to Trigger.
Add or edit the triggers Click the icon next to Trigger.
Delete the triggers Click the icon next to each trigger name under the Trigger type area or edit the schedule configuration.
Edit the plan steps Click the icon next to Plan steps.

For more information, see Configuring the plan steps in the plan edit view.

Access the details page of the tasks used in steps Expand the steps and click the task name in the Plan steps box.
Run the plan Click the Run now button.
Pause the plan runs Click the Pause button.
Resume a paused plan Click the Resume button.
Duplicate the plan on another workspace in the same environment Click > Copy / Move on the top right corner.
Move the plan from the current workspace to another one in the same environment Click > Copy / Move on the top right corner.
Delete the plan Click > Delete on the top right corner.
Allow or block the parallel run of a plan Click the icon next to Trigger.
Edit the description of the plan Click the next to the Description header.
View the run history of the plan Click Run History next to the Last 5 runs section.
Configure email notifications for yourself if a plan run reaches a certain status Click the icon.

Did this page help you?

If you find any issues with this page or its content – a typo, a missing step, or a technical error – let us know how we can improve!