Managing automation instances

Users with the requisite permissions can create automation instances within a Moodle course. Commonly these users are admins and managers, but also teachers can be allowed to create and edit instances.

Each instance is associated with a specific automation template. The initial settings for each instance are inherited from the associated template. However, if a user wishes to modify these values, they can activate the override toggle and make local adjustments to the settings. To manage the instances go to automation in your Moodle course. You can also manage all instances of a specific template with instance management.

The area automation instances provides an overview of all existing instances in list form including their most important attributes and settings. You can organize them by sorting, edit them, or create new instances. Below the instance list, you will find a legend that explains the attributes and controls displayed in this section. The functionality of these attributes and controls is detailed below.

Select a template and click ‘Add automation instance’ to open the editor for creating a new automation instance. It is mandatory to select a template when creating a new instance.

Clicking ‘Manage templates’ will take you to the automation template overview. This option is only available if the user has the necessary permissions to create and edit templates.

Clicking ‘Sort’ will organize the instance list descending alphabetically by the reference parameter, another click will reverse the order. Reset table preferences will reorder the list based on the template’s IDs.

The bell icon represents notification as the enabled action in the automation instance.

The title of the automation instance should provide a short explanation of its purpose.

Notification pills can provide additional information about the automation instance.

The reference is a unique identifier for the automation instance. It is a combination of the reference from the associated template and the reference set in the instance’s settings.

The gear icon allows you to edit the automation instance.

The copy icon allows you to duplicate the automation instance.

The calendar icon will open the report page for the automation instance. This report displays information about actions that have already been triggered. For more details, refer to Reports.

The toggle can be used to enable or disable an instance. When disabled, an instance will not trigger any actions, such as notifications.

The bin icon allows you to delete an automation instance. Please be cautious, as an instance cannot be recovered once the deletion is confirmed.