Edit a preset automation rule

To edit a preset automation rule:

  1. From your service desk project, select Project settings () > Automation.

  2. Click on the name of the rule under Rules in this project. The rule configuration screen will appear.

  3. Edit the fields for When this happens..., If these match..., and Then do this... to change your rule's trigger, conditions or resulting actions. Use Tips for customizing this rule for suggestions on what to enter in these fields. You can edit the rule name and description as well.

  4. If you change the rule, be sure to click Save to confirm your edits.

Additional Help

Ask the Community