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Add a preset automation rule in next-gen projects

Your service project comes with a variety of preset automation rules you can use to do common service project tasks for you.

You must be an admin to add a preset automation rule.

To add a preset automation rule:

  1. From your service project sidebar, go to Service project settings () > Automation.

  2. Click Add rule.

  3. Select a rule, then click Continue.

  4. Edit the name, description, and fields as needed.

  5. Click Save and you're done.

You can have up to 30 automation rules on each project.


Are you on the right help page?

If you don’t have an image in the lower-left of your service project sidebar which states you're in a next-gen project, check out these classic project articles instead.

Learn more about the difference between classic and next-gen projects.

Last modified on Nov 13, 2020
Cached at 6:25 AM on Mar 1, 2021 |

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