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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 the steps based on specified triggers and conditions actions. This helps reduce manual effort, ensures consistency, and improves overall productivity within asset management processes.

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Key Terms Explained

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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:

• Issue Assigned:

  • This trigger will be activated when an issue in the selected project is assigned.

  • 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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An action is what happens as a result of a trigger being activated. It represents the task that will be performed automatically when the conditions of the trigger are met.

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List of Actions in AssetIT:

• Checkout a Resource: Assigns a selected resource to a designated entity based on resource types and assignment criteria (e.g., a user, a location, an asset).

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• Update Asset Status on Issue Change: Automatically updates the asset's status when an issue status change occurs. Ensure you choose the appropriate project for trigger activation.

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• Create a Jira Issue: Generate a new issue within the selected project.

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Condition

A condition is a set of criteria that must be satisfied for an action to be executed after a trigger is activated. Conditions help refine the scope of the automation rule, ensuring actions occur only under specific circumstances.

List of Conditions in AssetIT:

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To create an automation rule, click on Image Added. This will open the Create Automation Rule screen, where you can customize the Triggers and Actions to design your rule.

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Compatible Actions for Each Trigger

Below is a list of compatible actions for each trigger type, ensuring that users can effectively create automation rules that work together seamlessly.