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.
Key Terms Explained
Trigger
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: Activates when an issue is assigned to the selected project.
Issue Transitioned: Activates when the status of an issue changes to a specific status within the selected project.
To customize rules for issues (e.g., Issue Assigned, Issue Transitioned), ensure you select a project for which you are an admin.
Due Date & Expiration: Activates when a scheduled event is approaching or overdue by a specified number of days.
Action
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.
List of Actions in AssetIT:
Checkout a Resource
Update Asset Status on Issue Change
Create a Jira Issue
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:
Resource Type Condition