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Add a preset automation rule

Are you looking for Automation?

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:

  1. From your service project sidebar, select Project settings > Automation.

  2. Select Add rule.

  3. Select a preset rule from the list (see Available preset automation rules for more info).

  4. Select Continue. The rule’s setup screen appears.

  5. 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.

  6. Edit and update any fields that appear in the rule’s setup.

  7. Select Save and you're done.

You can have up to 30 automation rules.


This page is for company-managed projects

If the lower-left of your service project sidebar says you're in a team-managed project, check out these team-managed project articles instead.

Learn more about the difference between company-managed and team-managed projects.

 

Last modified on Aug 8, 2021
Cached at 3:42 PM on Oct 20, 2021 |

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