Add a preset automation rule
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This article is relevant to Legacy automation in service projects created before August 30, 2021. If you don’t see Legacy automation in your service project, check out these Automation articles.
To set up a preset automation rule:
From your service project, select Project settings, then Automation, then Legacy automation.
Select Add rule.
Select a preset rule from the list (see Available preset automation rules for more info).
Select Continue. The rule’s setup screen appears.
Edit the rule name and description as needed. The rule name appears on the main automation settings page, so changing the name helps you more easily reference what each rule does.
Edit and update any fields that appear in the rule’s setup.
Select Save and you're done.
You can have up to 30 automation rules.
This page applies to company-managed projects only.
Read more about the difference between company-managed and team-managed projects.
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