Automation in Custom Item Types
TL;DR
Create, edit, disable, and delete automation rules for account-level and space-level custom item types. Type-specific automation automatically applies to all work items created from that custom item type, helping standardize workflows and reduce manual work.
| Availability: Legacy Business, Legacy Enterprise.; Unavailability: Legacy Free, Legacy Professional.; |
| Availability: Business, Pinnacle, Apex. ; Unavailability: Free, Team; |
Account admins can create and manage automation rules for account-level custom item types. Space admins can create and manage automation rules for account-level and space-level custom item types in their spaces.
Automation rules help streamline your team's processes and reduce manual work.
Type-specific automation is available for both account-level and space-level custom item types. Once you set up an automation rule for a custom item type, it automatically applies to all work items created from this type.
To learn more about how automation works, check out these resources:
Tip
To see which automation rules apply to a work item from a custom item type, click the three-dot menu in the upper-right corner of the work item and select Show automation rules.
This option is available to all users except for External users, Collaborators, Contributors and Viewers.
- Navigate to the relevant space and click the gear icon in the upper right corner.
- Select the Custom item types tab.
- Start creating a new custom item type or click one of the existing ones.
- In the left panel of the custom item types editor, scroll down and click Manage automation rules.
- Click the green Create automation rule button to create a new automation rule if none exists. To edit an existing rule, click on it, or click + New rule to create a new one.
To delete a type-specific automation rule, hover over it, click the three-dot menu button that appears on the right, select Delete, and confirm
To disable a type-specific rule, click it and toggle the Rule on/off switch in the upper-right corner.
- Click your profile image in the upper-right corner of the workspace.
- Select Settings.
- Click Custom item types in the panel on the left. You may need to scroll down to find it.
- Start creating a new custom item type or click an existing one.
- In the left panel of the custom item types editor, scroll down and click Manage automation rules.
- Click the green Create automation rule button to create a new automation rule if none exists. To edit an existing rule, click on it, or click + New rule to create a new one.
To delete a type-specific automation rule, hover over it, click the three-dot menu button that appears on the right, select Delete, and confirm your decision in the pop-up.
To disable a type-specific rule, click it and toggle the Rule on/off switch in the upper-right corner.