Use automation rules for tasks in next-gen projects

Automation rules do actions for you depending on their triggers and conditions. Using them to do repetitive tasks will help you focus on more important work. For example, you can set an automation rule to alert an agent when a high-priority issue is created. Or, you can set up a rule to reopen a resolved issue when a customer comments on it again.

Your service project comes with preset automation rules, or you can create your own custom automation rules to fit what your organization needs.

How do when, if, and then statements work for automation?
Learn what "when", "if", and "then" statements are used to set up an automation rule.
Add a preset automation rule in next-gen projects
Add a preset rule to quickly automate the most common service project tasks.
Create a custom automation rule in next-gen projects
Create your own custom rule to automate any repetitive task specific to the way your team works.
Edit an automation rule in next-gen service projects
Change or make sure the rule triggers and actions work the way your teams and customers work.
Disable an automation rule in next-gen projects
Stop an automation rule from working if you don't want to use it anymore.
Debug automation rules with the log in next-gen projects
If something unexpected happens with automation, check the logs to find out what went wrong.

Last modified on Nov 10, 2020

Cached at 7:25 PM on Dec 2, 2020 |

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