Introduction to Automation Rules
The "Automation Rules" module performs automatic actions triggered by certain conditions.
For example:
Basically, all automation rules have a formula: When ABC happens - and XYZ conditions are met - do SOMETHING.
To create a new automation rule:
This article is for demonstration purposes only. You can delete it if you want.
For example:
- When a support ticket hasn't been updated for 4 hours - alert administrators and send an apology to the customer
- When a ticket is created and the subject line contains "billing" - move the ticket to "billing" category and assign it to John.
- When a ticket is closed - send an additional email to the customer
Basically, all automation rules have a formula: When ABC happens - and XYZ conditions are met - do SOMETHING.
To create a new automation rule:
- navigate to "Administrator - Automation rules - Create"
- add a "trigger" (e.g. "ticket is being created")
- (optional) add one or more "conditions" (e.g. "ticket category is XXX")
- add an "action" (e.g. "close the ticket")
- hit "save"
This article is for demonstration purposes only. You can delete it if you want.