General
What does the “Check only for this automation” checkbox mean?
The checkbox Check only for this automation decides what positions are checked. Turn it ON to check only the trades made by this automation. Turn it OFF to check the scheduled automations to be run in the future. What it does ON (checked): Uses only ...
What is the Output section in nodes, and how can I use it?
Each node can produce output values (data) when it runs. The Output section is where you view and copy those values so you can reuse them in later nodes. Output values are the list of data fields a node exposes (for example: order_id, filled_price, ...
How can I check the current status of an automation?
You can see whether an automation is Running, Paused, or Idle/Stopped from the Automate Dashboard. For a time-stamped trail of events (started/ended), use the Activity tab. Explanation The Status badge in My automations shows the live state of each ...
How can I view the activity log of an automation?
The activity section shows the list of all actions that's triggered by automations. Go to Automate in the top navigation and open the Dashboard tab. Click Activity. Use the filters at the top to narrow results: All, Orders, Alerts, or System. Review ...
What does validate do, and how is it different from Run or Schedule?
Validate checks your automation for completeness and basic correctness. It’s a safety gate you must clear before you can Run now or Schedule. Validation does not place orders or start the strategy. What Validate does Prompts you to save key details ...
What does Save to Drafts mean?
Save to drafts lets you park your automation and finish it later. It saves your work on the canvas but does not start or schedule anything. What it does Saves your canvas (all Triggers, Actions, and Conditions) plus the details you enter—Name, ...
How do I schedule and start running an automation?
You can start an automation from the canvas after it passes validation. The screenshots you shared show the three stages: building the flow, saving to validate, and (post-validation) the Run now button. FYERS Web Build your workflow on the canvas ...
What are Exit Conditions, and how do they work?
Exit Conditions are preset rules that end an automation when any one of them becomes true. Treat them as a safety switch that can stop a run regardless of where it is in the flow. How Exit Conditions work Exit Conditions are preset at the automation ...
What happens if I manually square off positions created by an automation?
When you manually square off a position that was opened by an Automate workflow, it immediately affects the run. Here’s exactly what happens and how to manage exits safely. Explanation Manually squaring off any position opened by that automation ...
How can I stop a running automation?
You can stop an automation from the Dashboard or end it by scheduling inside the workflow. Ways to stop 1) From the Automate Dashboard (My automations) Go to Automate → Dashboard → My automations. Open the row actions for the running automation. ...
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Why do I see warning messages when trading stocks on FYERS?
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What are alerts in the order panel?
The alerts option in the order window has been introduced to keep a check on your trading patterns and risk management. There are four options for setting alerts, namely: Price Stop-loss Value Max Loss Price: In this box, you need to enter the ...
How to Get in Touch With FYERS Support Team?
Need assistance with your FYERS account or services? We at FYERS are here to help via email and phone during business hours. Whether it is a technical issue or an account-related query, our team aims to provide timely, accurate solutions. At a ...
What Is Running Account Settlement / Quarterly Settlement?
Running Account Settlement (RAS), also known as Quarterly Settlement, is a SEBI-mandated process where unused funds in your trading account are transferred back to your primary bank account. This ensures idle client funds are not held unnecessarily ...