1. Home
  2. Quick Start Guides
  3. Automation Quick Start Guide

Automation Quick Start Guide

Introduction

The Automation page is a powerful tool to create and edit rules which can send messages when a set criteria is met. The Automation page also provides a log displaying the various messages that have been sent base one the created rules.

Creating an Automation Condition

Note: Depending on the rule level selected, options will be different.

  1. Click Create Automation Rule.
  2. Select the Rule Level:
  3. Choose the From Selected:
  4. Select the item the rule will be associated with.
  5. Select the Field.
  6. Select the inequality (i.e., greater than, less than) or range.
  7. Enter the desired Value.
  8.  

    Note: Multiple conditions may be added to the automation rule.

     

  9. Select the Matching Criteria.
  10. Select the timeframe for which the conditions will be checked for.
  11. Click >Step2.

Creating a Automation Action

Email

  1. Select Email Notification action.
  2. Select the email address from the drop-down list.
  3. Click >Step 3.

Slack

  1. Select Slack Notification action.
  2. Select the desired Channel from the drop-down list.
  3. Click >Step 3.

 

 

 

 

Note: Multiple actions may be added to the automation rule.


Settings

  1. Select the desired Check Requency.
  2. Enter the Rule Name.
  3. Click Create.

Logs

The Automation Logs provide a reference for the status of the automations that have been created and sent. Logs can be filtered to locate a specific log, or logs may be navigated through.

 

   
Updated on January 21, 2022

Was this article helpful?