Short Answer: Open the Automation tab, click "Add automation", complete the automation dialog, and save; the new automation will appear in the automations list.
Prerequisites
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Repository and branch connected in CodeDoc
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Permission to create automations
Steps
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Go to the Automation tab in CodeDoc.
Automation list and controls are visible. -
Click the "Add automation" button to open the automation dialog.
The "Add automation" dialog appears. -
Complete the required fields in the dialog (select repository, branch and define the trigger/conditions shown).
All required fields are filled and the primary save button becomes active. -
Click the dialog’s primary button to save the automation.
The new automation appears in the automation list and can be toggled ON/OFF.
Troubleshooting
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"Add automation" button is unresponsive or the dialog save button is disabled.
LikelyCause: Required fields are missing or you lack permission to create automations.
Action: Fill all required fields in the dialog and check your account permissions; contact an Admin/Owner if needed. -
Automation does not trigger as expected.
LikelyCause: Automation toggle may be OFF, or trigger/conditions target a branch with no new activity.
Action: Open Automation tab, ensure the automation is toggled ON and verify trigger settings and target branch.
Note: Automation UI shows the trigger/condition configuration in the dialog; saved automations can be edited from the Automation list.