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Editing, Toggling, and Deleting an Automation

Last updated 2026-10-02

For: Admin

  1. Go to Automations and open the relevant tab (Attendance Triggers, Fee Reminders, Payment Receipts, or Scheduled Reports).

  2. Find the trigger, then click Action.

    A trigger's Action dropdown open, showing Edit, Disable, and Delete

  3. Choose Edit to change its classes, conditions, channel, timing, recipients, or template.

  4. Choose Disable to pause it without deleting it — an inactive trigger stops firing but keeps its configuration. Choose Enable the same way to turn it back on.

  5. Choose Delete to remove it permanently. In the confirmation, type the trigger's name exactly as shown (for example Attendance Capture Trigger) — the Delete button turns on once it matches — then click Delete. This can't be undone.

    The trigger Delete confirmation dialog with the trigger's name typed in and the Delete button enabled

⚠️ Note — On the Attendance Triggers, Fee Reminders, and Payment Receipts tabs, Disable/Enable takes effect immediately, without a confirmation. The Scheduled Reports tab asks you to confirm first. Delete always asks you to type the trigger's name.