All topics
Get started8Account, team & permissions44Units & fields70Records, views & tasks39WhatsApp & Cortex Chat68Email & social27Lead ads & distribution38Automations52Documents & quotes32Dashboards40Cortex AI18Developers & API12
Help Center·448 guidesAll topicsContact support

Turn off one step without deleting it

You can turn off a broken step so the automation keeps running, then turn it back on once it’s fixed. The run skips it and carries on.

4 min
Before you start · for owners and managers
Permission to edit workflows
  • You need: Permission to edit workflows

Steps

1
Open the step on the map.
2
Press Turn off in the step’s panel.
3
Press Publish, if the automation is on.

How it works

Step
When turned off
An action, a Wait, or Start another workflow
It’s skipped, and the run carries on to what comes after it
Choose a path
It takes the Everyone else path without any test
Split
Everyone goes to path A
Find a record
It takes the Not found path
The first action
It’s skipped, and the run starts from the next steps
Ask for approval or Wait for a reply
Can’t be turned off

A turned-off step is exempt from the checks when you save, so it suits a step whose setup isn’t finished.

Turning it back on checks it again.

A run that skipped only turned-off steps counts as Done.

The checklist warns you about every turned-off step, and every step that will never run.

Ready templates turn off the steps that need a setup Corteksa didn’t find in your workspace.

If something goes wrong

What you see
Why
What to do
“This step can’t be turned off”
It’s an approval or a wait for a reply.
Delete it instead of turning it off.
“Unknown turned-off step”
The step was deleted.
Refresh the page.

A real example

Basma Clinics
The situation

The reception WhatsApp line is disconnected, and the booking automation keeps failing.

What they did
  1. The Send a WhatsApp message step is turned off for now.
  2. The steps that update the status and create the task carry on.
The result

Tasks kept coming until the line was reconnected and the step turned back on.

A made-up company, to show the idea. The numbers are rounded.
Did this guide solve it?
If not, we’ll ask what was missing.
Open in Corteksa
Did this guide solve it?

We read every answer. To get a reply, use Contact support.