Fields for Automation Rules
The following fields are listed for the automation rule form, along with recommendations for their use.
Enter the name of the automation rule in the Name field.
Disabled
Section titled “Disabled”Set the Disabled checkbox to true if the automation rule is no longer required.
Description
Section titled “Description”Enter a high-level description of the functions of the automation rule in the Description field.
Trigger
Section titled “Trigger”Specify when the automation rule should run in the Trigger field. For example, it may run when a related record’s status is updated.
Expressions
Section titled “Expressions”Enter the expressions that will be used later to define conditions and actions of the rule in the Expressions field. There are various automation rule operators for defining expressions. You can update the name of each expression by clicking on it.
Condition
Section titled “Condition”Specify the condition in which the automation rule should run in the Condition field. Expressions defined within the rule can be used here.
Update
Section titled “Update”Specify the record that should be updated in the Update field. You can use expressions defined within the rule here. For example, if the rule applies to a task and its action should update the 2nd request associated with the workflow to which the task belongs, specify workflow.requests[2]. To update all requests of a workflow, specify workflow.requests.
Specify which field (from the record specified in Update) and what value should be assigned when the rule’s action is performed.
Specify which record(s) should be added (linked) to the record specified in Update.
Delete
Section titled “Delete”Specify which record(s) should be removed from the association with the record specified in Update.
Specify which field (from the record specified in Update) should be cleared.
Add comment
Section titled “Add comment”Specify a comment that will be added to the record specified in Update when the rule is executed. Expressions defined within the rule are included in the comment by clicking on the {{ text formatting icon (or by entering the symbols {{ manually). You can mention a person in the comment who has the ”@” prefix on their expression, and they will receive a corresponding notification.
Select the Webhook that should be called by the automation rule when its condition is met.
Payload
Section titled “Payload”Specify what the Webhook (selected in Call) should include in its payload when called by the automation rule.
Examples
Section titled “Examples”You can find various examples of automation rules with detailed descriptions for common use cases in the Examples of Automation Rules section.