Automation Failure Report

1. Feature Overview

The Automation Failure Report gives you details on why your automation failed and displays all the action cards that failed in an automation. You can view the reason for failure and retry these cards after making the relevant changes. You can also view the entity-level automation summary directly from this page. To know more about Automation, refer to Automation – Feature Guide.

2. Prerequisite

You must be the Administrator of your LeadSquared account.

3. Automation Failure Report

To view the Automation Failure Report –

1. Navigate to Workflow>Automation.
2. Under Related Settings, select Automation Failure Report.
3. On this page, you can view all the failed automations. To filter the reports based on a date range, click the dropdown next to Date Range.
4. To view the failed cards in the automation and the reason for failure, click the automation.
5. To retry all the failed cards in the automation, alongside the name of the automation, hover your cursor on . Then, click Retry All.
6. To retry a specific failed card in the automation, alongside the card, click .
7. To view the entity for which the automation failed, click on the entity. You will be redirected to the entity level report of the automation. On this page –
   • To view the reason for failure of execution, on the failed card, click .
   • To retry the failed card in the automation, click .

4. Enable Email Notifications on Automation Failure

Notify relevant users through email when the automation fails. An email notification is sent to selected users on the first failure of a particular automation per day. To enable this setting –

1. Navigate to My Profile>Settings>Profile>Advanced Configuration.
2. Search for the Enable Email Notification on Automation Failure setting.
3. Alongside this setting, click Configure.
4. To filter the available users based on their role, alongside Filter By Role, click the dropdown.
5. Select the relevant users under Available Users and click .
6. To unselect any users from being notified, click their name under Users to be Notified and click .
7. Click Save.

Any Questions?

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