Move an automation request to the Planned state

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • After creating an automation request, move it to the Planned state before you work on it or create associated automation tasks or resources.

    Antes de Iniciar

    Create an automation request. For more information, see Creating an automation request.

    Verify that the state of the automation request is New.

    Role required: sn_ac.automation_business_user, sn_ac.automation_technical_user, or sn_ac.automation_admin

    Procedimento

    1. Navigate to All > Automation Center > Automation Center Home.
    2. Select the list icon (List icon.).
    3. On the Lists tab, under Build, select All Automation Requests.
    4. Open the automation request that you want to move to the Planned state.
    5. In the form header, select Move to Planned.

    Resultado

    After you move an automation request to the Planned state, it's ready for you to work on.