Administration en AUTOMY

Knowledge Center — Admin Studio

By Lily Dominguez Guerra · 2026-09-23

This guide explains the Administration option in AUTOMY Configuration from end to end: its purpose, the information it displays, how to use its controls, and what to validate before applying changes. 🧭 How to access Menu path Configuration → Support → Administration Application route /configuration/administration ℹ️ Option and action visibility depends on the role, company, environment, plan, and tenant version. 🎯 Purpose and scope Run high-impact support administration utilities available to the tenant.

The observed utility copies a process and, when applicable, related settings and entities such as forms, fields, and formats.

It must be run with authorization, backup, destination validation, and a rollback plan. 🖥️ Main screen Observed actions # Control Recommended use 1 Copy Process Use it only for the stated purpose and confirm the result before continuing.

List information # Field or column How to interpret it 1 Utility Value displayed for the record; use sorting or filters when available. 2 Description Value displayed for the record; use sorting or filters when available. 🔎 Available filters No filters were observed on the main screen Combine only the filters you need, select Apply , and use Clear filters before starting a different search. ✍️ How to work with this option Fields marked with (*) are required.

Fields observed when adding # Field or column Recommended use 1 Source and destination process according to the authorized flow Enter a value valid for the company and review relationships before saving.

The observed utility copies a process and, when applicable, related settings and entities such as forms, fields, and formats.

It must be run with authorization, backup, destination validation, and a rollback plan. ✅ Recommended procedure Confirm the active company and environment.

Define the purpose of the query or change and its owner.

Apply filters to check whether the record already exists or to narrow the period.

Review relationships, permissions, and dependencies before creating, editing, enabling, or disabling.

Save only after verifying required fields and scope.

Return to the list, filter again, and confirm the result.