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8.3. Rule Creation: Defining Actions

Once conditions are tested and defined, Administrators can move on to defining the subsequent action(s) to be preformed.

Actions can be divided into two types:

• Actions that change information within the request.
• Actions that notify specified individuals.

Important to remember: the actions defined in a rule will apply to all requests that meet the condition(s). Since some actions result in changes to the request, it's critical Administrators verify the conditions prior to making rules live.

Many times the 'change' and 'notify' actions must be used together within a rule to complete the automated process.

For example, a rule can have actions that notify two staffers and change a category; three individual actions working together to complete the automated process.

Knowledge Tags

Automation Rules  /