Viewing, editing, and copying automation policies


All policies available in BMC Helix Intelligent Automation appear on the Automation Policies page.

To view policies

Click Policies and view the following information about policies: 

  • Policy Name
  • Execution Mode: Shows if it is manual or automatic
  • Status: Draft, Published, Disabled (If the connector is disabled)
  • Last Updated: Shows the date, time, and the user who last updated the policy
  • Actions: The following table describes the actions available for each policy status:

    Policy statusAvailable actions
    Draft
    • Copy
    • Edit
    • Publish
    • Delete
    Disabled
    • Move to Draft
    • Delete
    Published
    • Move to Draft
    • Copy

To search for a policy

For a basic search, enter the policy name (minimum 4 characters) in the search box. The search results start appearing as you enter the policy name. 

For an advanced search, perform the following steps:

  1. Click Advanced filter and do one of the following options: 
    • From the available filters, select a filter and choose the filter options:
      • Status
      • Execution Mode
      • Updated by
    • Enter the filter name in the text field, or to build a search expression, type the filter name and select the option from the list of available options. 
      For example, if you start typing Status, Status:PublishedStatus:Draft, and Status:Disabled options appear. 


  2. Click Apply Filters to view policies based on the selected filters. 

To edit a policy

You can only edit policies that are in a draft state. If you want to edit a published or a disabled policy, move it to draft first and then edit it. 

  1. In the BMC Helix Intelligent Automation console, go to Policies.
  2. Search for the policy that you want to edit, and click Actions > Edit.
  3. Make changes to the policy based on your requirements and click Save.
    For more information, see Creating automation policies

To copy a policy

You can copy any policy except a disabled policy or a policy with a disabled action.

  1. In the BMC Helix Intelligent Automation console, go to Policies.
  2. Search for the policy that you want to copy, and and click Actions > Copy.
  3. Enter a new policy name and update any other field if required, and click Save.
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