Learn how to succeed in your role as a service desk agent.
Create a custom automation rule in next-gen service desks
If the preset automation rules don’t quite cover what you need, you can create your own rules to automate tasks specific to your team.
You must be an admin to create a custom automation rule.
To create a custom automation rule:
From your service desk project sidebar, select Project settings () > Automation.
Click Add rule.
Select Create a custom rule, then click Continue.
Select + Add trigger, then choose a trigger and click Add.
Select + Add action, then choose an action and click Add.
Optionally, click Add condition, then + Add condition. You can add additional conditions after your first by selecting the + under your conditions.
You can have up to 30 automation rules for each project.
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