Fields for Automation Rules

The following fields are listed for the automation rule form, along with recommendations for their use.

Name

Enter the name of the automation rule in the Name field.

Disabled

Set the Disabled checkbox to true if the automation rule is no longer required.

Description

Enter a high-level description of the functions of the automation rule in the Description field.

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

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

Specify the condition in which the automation rule should run in the Condition field. Expressions defined within the rule can be used here.

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.

Set

Specify which field (from the record specified in Update) and what value should be assigned when the rule's action is performed.

Add

Specify which record(s) should be added (linked) to the record specified in Update.

Delete

Specify which record(s) should be removed from the association with the record specified in Update.

Clear

Specify which field (from the record specified in Update) should be cleared.

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.

Call

Select the Webhook that should be called by the automation rule when its condition is met.

Payload

Specify what the Webhook (selected in Call) should include in its payload when called by the automation rule.

---

Examples

You can find various examples of automation rules with detailed descriptions for common use cases in the Examples of Automation Rules section.