About automation triggers and conditions
Learn how "when", "if", and "then" triggers and actions are used to set up automation rules.
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Use automation rules for tasks in team-managed projects
Automation rules do actions for you depending on their triggers and conditions. Using them to do repetitive tasks will help you focus on more important work. For example, you can set an automation rule to alert an agent when a high-priority work item is created. Or, you can set up a rule to reopen a resolved work item when a customer comments on it again.
Your service project comes with preset automation rules, or you can create your own custom automation rules to fit what your organization needs.
Add a preset automation rule in team-managed projects
Add a preset rule to quickly automate the most common service project tasks.
Create a custom automation rule in team-managed projects
Create your own custom rule to automate any repetitive task specific to the way your team works.
Edit an automation rule in team-managed service projects
Change or make sure the rule triggers and actions work the way your teams and customers work.
Disable an automation rule in team-managed projects
Stop an automation rule from working if you don't want to use it anymore.
Debug automation rules with log in team-managed projects
If something unexpected happens with automation, check the logs to find out what went wrong.
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