Understanding the Running Instances Table

Written by Uday Kumar Updated

Overview

The Running Instances table provides a real‑time overview of all active SmartFlow automations for AR Remittances in SmartCustomer. Each row in the table represents a single running instance of the AR Remittances SmartFlow.

Table 1. Understanding Running Instances

FieldDescription
ERPThe ERP (Enterprise Resource Planning) system associated with the AR Remittances SmartFlow instance (e.g., Workday).
MailboxThe email address of the mailbox connected to this AR Remittances instance. This mailbox receives remittance advice emails and attachments.
Status

The operational status of the instance.

  • Displayed in green and labeled “Running” while the instance is active.
Replies

Indicates whether automated replies are enabled for this instance.

  • Active: Shown in default color when replies are enabled.
  • Paused: Turns red and is labeled “Paused” when replies are paused.
Actions

Provides controls to manage the instance. Three buttons are available:

  • Pause/Start: Toggles automated replies (when paused, the button and Replies field turn green with the label “Paused”).
  • Stop: Stops the instance and triggers a warning dialog.
  • Edit: Opens the configuration for this AR Remittances instance.
  • Copy: Copy the configuration so you can create a new instance with the same settings.

Figure 1. SmartFlow Instance 

Actions Available

Pause/Start: Click Pause/Start to pause or resume automated replies for the selected AR Remittances instance.

  • When paused:

    • The Replies field turns red and displays “Paused.”

    • The Pause/Start button itself turns green to indicate you can restart replies.

Use this when you want to temporarily stop automated responses without shutting down the SmartFlow instance.

Edit: Click Edit to open and update the configuration for the selected AR Remittances instance. From here you can:

  • Change mailbox or ERP settings (within allowed options).

Copy: Copy the configuration so you can create a new instance with the same settings.

Run Again: Use the Run Again button below the table to create a new instance of the selected SmartFlow for AR Remittances. This is useful when:

  • You want to start a fresh instance with the same configuration, or

  • You need to rerun AR Remittances after stopping a previous instance.

Stop: Click Stop to stop the running AR Remittances instance. When you click Stop, a warning dialog appears to confirm your action.

Warning Message

You are about to stop the SmartFlow Skill. All your prior configuration of this Skill will be removed, all history of communication and actions done by the bots will be removed, and the automation will stop. If you choose to proceed please press Continue, otherwise please press Cancel.

Dialog Details

  • A warning icon (orange triangle with an exclamation mark) is displayed.

  • Two action buttons are available:

    • Cancel: Dismisses the dialog without stopping the instance.

    • Continue: Confirms the action and stops the AR Remittances SmartFlow instance, permanently removing all configuration and communication history for that instance.

Important: Use this action with caution. Stopping an instance is permanent and cannot be undone. All prior configuration and history for that AR Remittances SmartFlow instance will be deleted.

Figure 1. Dialog Details