How to use Automations

1. Create a rule: choose the source module, event, optional resulting state, and the Support ticket or Service order to create. Enable both source and destination modules.
2. Choose whether a person must approve the action, then activate the rule. It starts with new events; it does not replay history or events received while paused.
3. Open Runs to review approvals and results. Correct the cause of a failed run before retrying it. Generated records do not start another chain of rules.

Screens and tasks