General settings of the automation

In the general settings, you can edit key options such as the title, reference, status, and availability, among others. Each of these settings is explained below.

All instance settings are initially inherited by the subordinate template and are displayed in gray. To modify these settings, an override toggle must be activated. Instance-specific options can be edited freely without the need for activation.

The title serves an administrative purpose, helping to distinguish different templates and instances. Making sure the title is descriptive of the template's or instance's function, is helping to identify the correct template, when creating an instance.

To set a title is mandatory for creating a template or instance.

The reference serves as a unique identifier for each instance and is used for administrative purposes. The reference of the associated template is set as a prefix to the instance's reference.

The only special character allowed is the minus sign (-).
​To set a reference is mandatory for creating a template or instance.

Internal notes let you include any necessary information relevant to the template or instance beyond its title. The content will be visible in the automation instance overview.

The limit defines how often the automation can be executed per user if the configured conditions can occur multiple times.

This can help avoid spamming the recipient.

Adding tags can help categorize and organize templates and instances for administrative purposes.

This option allows you to control which Moodle Workplace tenants have access to the template or are affected by the instance. If no tenants are selected, the template will be available to all tenants and the instance will affect all tenants.