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Edit Button: Allows you to open and adjust the current configuration of the action (e.g., selecting a different Action Plan or toggling report updates).
Replace Button: Enables you to switch the current action (e.g., updating an Action Plan) with another available action (e.g., report creation).
A dropdown menu lists all available actions.
Once a new action is selected, the configuration for that action automatically opens.
2. Setting Up the
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Workflow
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Select the Action Plan:
In the Autopilot configuration, you select the Action Plan they want to automate using a dropdown menu.
Enable Report Updates:
A toggle option lets you decide whether to update the Action Plan on components in reports if any.
When activated, the Autopilot will:
Automatically update the results displayed in reports for the selected Action Plan in two cases:
This ensures consistency across all relevant reports, reducing manual effort and the risk of errors.
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