Automation Component

Trigger

You can define the initial condition that triggers an automation through a Trigger. A Trigger serves as a signal or condition that must be met before the automation can be executed. With a Trigger in place, the system can automatically respond to an event or input without requiring any manual action.

Component Explanation:

Component

Description

Trigger by

The role that triggers the automation to run.

There are three roles:

Operator
Supervisor
Operator and Supervisor

from

Used to restrict the automation so that it only runs if the trigger (role) comes from a specific group/team.

when agent

The time condition for when the automation is executed.

The available conditions are:

On Created: The automation is executed when a new task is created.
On Update: The automation is executed when a task is edited or modified.
On Comment: The automation is executed when a new comment is added to a task.
On Started: The automation is executed when a task is started.
On Finish: The automation is executed when a task is completed or marked as finished.

Filter

A filter functions as an additional qualifier that determines when an automation is actually executed. With a filter, the automation does not always run every time a trigger occurs, but only when specific conditions are met.

Component Explanation :

Icon

Description

Serves as the determinant of the source form that acts as a requirement for the automation to run.

Is = The automation only applies to tasks created from the selected form.
Is Not = The automation applies to all forms except the selected form.

The form used as a template to create tasks that enable the automation to run.

Action

Action is an automated task executed by the system once the Trigger and Filter conditions are met. In other words, an Action represents the final outcome or response carried out by the system based on the predefined conditions.