Edit 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 edit a preset automation rule:
From your service project, select Project settings, then Automation, then Legacy automation.
Click on the name of the rule under Rules in this project. The rule configuration screen will appear.
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.
If you change the rule, be sure to click Save to confirm your edits.
This page applies to company-managed projects only.
Read more about the difference between company-managed and team-managed projects.
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