Automation Builder Page

v1.0.0·Added in 1.0.0

The CRM automations screen: rules with on / off switches and run health, a visual workflow editor with a cron inspector, tests and run logs.

The list shows every automation with its trigger (a lightning bolt for events, a clock for schedules, described in words), a bar of its last 14 runs, how the last one went and when, and an on / off switch that works without opening the row. Type in the search to filter by name or trigger, press All, Active, Off or With errors; the count is announced. Click or tap a row (Enter on the keyboard) to open it: on a phone the editor slides in over the list and a swipe from the left edge, the back button or Escape brings the list back. Drag the divider to resize the list. In the editor, click the name to rename it, flip Active (turning on a broken workflow is refused with a toast; confirmDisable asks before turning off), press Run a test (the steps light up one after another, the result lands in History; the QuickBooks sync fails with a 503 and jumps to its log), and Save once something changed (mod+s saves; a workflow without a trigger or with a dangling branch shows its problems and selects the step). The ⋯ menu duplicates, exports the automation as JSON or deletes it after a confirm; on phones it also holds Test and Save. The canvas pans and zooms, drags steps, inserts one on a connection, and opens a step's settings on click (a sheet on phones); the schedule trigger opens a cron picker with the next runs. Leaving an automation with unsaved changes asks first. History lists the runs (status, start, duration, trigger; cards on phones) and the selected run's log with level chips, search, wrap and download; on phones a run pushes its log with a back button. New opens a dialog with a name and four templates (Blank, Invoice reminder, Scheduled report, New lead). Sections rise in once on mount; reduced motion keeps them still.