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.
- Open the Management page.
- Go to the Plans tab.
Click the name of the plan you want to edit.
You can use the drop-down lists at the top of the page to filter the list for example by selecting the environment and the workspace.
|Rename your 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
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 manually||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||Clickon the top right corner.|
|Move the plan from the current workspace to another one in the same environment||Clickon the top right corner.|
|Delete the plan||Clickon 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.|
|Configure email notifications for yourself if a plan run reaches a certain status||Click the icon.|