Edit Morph

After you create a morph from a template, Morph opens the editor so you can review and customise it.

Use the pages below to work through each area of the editor.

Set the morph name, tags, timezone, and notification email addresses.

Choose whether the morph runs manually or on a schedule.

Decide which records should pass through the morph.

Set what should happen to the records that pass your filters.

Review the summary, simulate the morph, request a review, and activate it safely.