Creating a New Automation
To create a new Automation, select Create Automation from the Automations page.
The New Automations page contains the following fields. All fields must be configured in order to save the Automation.
Name: The name of the new Automation.
Packages: Search for pre-built or custom packages to add to the new Automation in the Search Packages field.
Trigger: Configure the trigger for the new Automation.
Deploy To: Select the target devices or groups for the new Automation.
Adding Packages to an Automation
Search for the package in the Packages field, and select the chosen package from the search results to be added to the Automation.
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Removing Packages from an Automation
To remove a package from an Automation, click the trash can icon next to the package name.
Configuring Automation Triggers
Automation triggers determine the time and frequency for an Automation to run.
IMPORTANT: The time in PDQ Connect will display the local time of the browser PDQ Connect is being accessed from, but Automations will deploy according to UTC.
Example: If I am located in EST (UTC-5) when configuring a new Automation and I am selecting targets in EST and MST (UTC-7) with a recurring trigger set for 4:00 PM, the Automation will run at 21:00 UTC (4:00 PM EST / 2:00 PM MST).
Automatic Trigger
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Deploy Once Trigger
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Recurring Trigger
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Daily Trigger
To create a Daily trigger, set the Repeat every dropdown to Days, and then enter a number for the frequency (e.g. Repeat every 2 days).
Weekly Trigger
To create a Weekly trigger, set the Repeat Every dropdown to Weeks, enter a number for the frequency (e.g. Repeat every 2 weeks), and then select one or more days of the week under Repeat on.
Monthly Trigger
To create a Monthly trigger, set the Repeat every dropdown to Months, enter a number for the frequency (e.g. Repeat every 2 months), and then set your preferred option for the Repeat on dropdown.
You can set Automations to recur on a specific numbered day of the month (e.g. the 18th), or you can set them to recur on a specific ordinal weekday of each month (e.g. 3rd Tuesday of month).
To access this setting, select the date of the first automation. In the Repeat every dropdown, select Monthly, then in the Repeat on dropdown, select your preferred option.
Adding Devices to an Automation
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Saving & Deleting Automations
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Disabling Automations
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