8 docs tagged with "workflows"

One place to see every automation in your district (Smart Rules and Workflows) with its status, trigger, last run, and run count. Turn any automation on or off, or open it to edit.

Guide to the Actions tab — every action type, ordering, and how the Stop action interrupts subsequent rules.

Guide to the Conditions tab — fields, operators, value types, AND/OR logic, and nested sub-groups for complex matching.

Step-by-step walkthrough of the rule list and Settings tab — naming a rule, picking a trigger, scoping to departments, and setting priority.

See which workflows do the most work and which fire but rarely match, at a glance.

Automate ticket triage with if-then rules that assign, route, and act on tickets the moment they're created.

See and cancel workflow Wait timers that are counting down to fire, all in one place.

Verify a rule against a synthetic ticket before going live, and review every prior evaluation in run history.