Automation (add groups to list at every trigger)

marcdech

Hi,
Using Acy5, in order to add automatically Groups to some Lists, I would go to the Lists menu and click on the Filter button (and there create my rules and make it run automatically at every trigger).

Now in Acy6 I would not find that Filter button on the Lists page.
But I guess it all went to the Automation part.

So my question for clarification is : what's the difference between "new mass action" and "new automation" ?

"new mass action" would be for one-shot use ?
while "new automation" would allow to make the same rules... but keep them and have them run every day/trigger/... ?

Alexandre

marcdech "new mass action" would be for one-shot use ?
while "new automation" would allow to make the same rules... but keep them and have them run every day/trigger/... ?

That's correct ;-)

Mass Action => One shot
Automation => Actions made on a regular basis

marcdech

Hi @Alexandre

Coming back to this Automation page.

I think the buttons deserve a tooltip (or equivalent) to let the user understand the difference between

"New mass action" (= one-shot)
"+ Create" (= actions made on a regular basis, as you say)

Anyway.

My current question is the following:
Since "mass action" is not lost after every configuration, I use "+ Create" to create the actions that I will need to run again in the future.

Short version : But how can I trigger one of those MANUALLY ?
Long version : With other words, it is very easy to trigger it automatically every day. But I see no way of triggering it simply manually when I need it (example : every X weeks, I will import new users and I will have to dispatch them to different Lists according to their Custom Fields. Something complex that you really don't want to remake every X weeks bc if I ever make a mistake, there is no roll-back)