Automation in AssetIT is designed to streamline workflows and enhance efficiency by automating routine tasks. Similar to Jira automation, it allows users to create rules that automatically perform actions based on specified triggers and conditions. This helps reduce manual effort, ensures consistency, and improves overall productivity within asset management processes.
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Important: The limit for automation rule creation is 20 rules for all users. |
Key Terms Explained
Trigger
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A trigger is an event that starts the automation process. It defines the conditions under which an automation rule is activated. For instance, triggers can activate when an asset is checked out, when an issue is assigned, or when a scheduled due date approaches. By defining these events, you can automate responses and streamline workflows efficiently.
List of Triggers in AssetIT:
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To customize rules for related to issues (e.g., Issue Assigned, Issue Transitioned), ensure you select a project for which you are an admin. |
Issue Assigned: Activates
This trigger will be activated when an issue in the selected project is assigned.
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Project field: Choose a
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Issue Transitioned:
Activates when the status of an issue changes to a specific status within the selected project.
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Due Date & Expiration: Activates when a scheduled event is approaching or overdue by a specified number of days.
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