Automation Rules

Automation rules can be added to most types of records in the R-Service system. These rules are used to automatically update the records of the R-Service system or to send emails when certain conditions are met. If automation rules are defined in a template, they are added to the record when such a template is applied to that record.

If a task template belongs to several workflow templates and its automation rules should be added only when creating a task based on one of these workflow templates, then the automation rules should be added after opening the workflow template and then selecting the task template to enable these rules in relation between the workflow template and the task template. The same is possible for rules to be added to a project task only when it is created by applying a specific project template to a project.

Automation rules can also be used to automate the management of records of people, organizations, teams and sites in the R-Service system using the Domain-to-Domain Identification Management System (SCIM).

The role of space designer or space administrator is required to create and manage automation rules in standard spaces and support domains. In the head spaces, it is necessary the role of headspace designer or headspace administrator.

Examples of automation rules that affect the most common cases of their use can be found in the section Examples of automation rules.

The Automation Rule Fields page provides recommendations on how to use each of the fields in the automation rule form. The Automation Rule Operators page contains an overview of the available expressions.