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Edit an automation rule in next-gen service projects

Automation rules can be changed after they’ve been added by editing the rule.

You must be an admin to edit an automation rule.

To edit an automation rule:

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

  2. Under Rules in this project, click the name of the rule to edit.

  3. Edit the fields in When this happens..., If these match..., and Then do this... to change your rule's trigger, conditions and actions.

  4. Select rule options (), then choose which user’s account will run the rule, if other rules can trigger this rule, and whether it’s enabled.

  5. Click Save.

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 7:22 PM on Dec 2, 2020 |

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