Automation rules are made up of three parts: triggers that kick off the rule, conditions that refine the rule, and actions that perform tasks in your site.
To create a new rule:
- From your service project, select Project settings > Automation.
- In a team-managed service project, select Service project settings > Automation.
- Select Create rule in the top-right corner.
- Select a trigger for the rule.
- Configure the trigger settings and select Next.
- If you want to set conditions, actions, or branches on the rule, select New component.
- Select whether you want to add a New branch, New action, or New condition.
- Configure the settings for your branch, action, or condition.
- Select Next.
- Repeat steps 6–8 as needed to configure your rule.
- Give your rule a name, then select Turn it on.