Automation in Custom Item Types
Account admins can create and manage automation rules for account-level custom item types. Space admins can create and manage automation rules for space-level custom item types in their spaces.
You can set up automation rules for each custom item type to streamline your team's processes and reduce manual work.
Type-specific automation is available for account-level and space-level custom item types. It works similarly to account-wide automation. The only difference is that in the Apply to section of the rule, you can only select a custom item type. So once you set up the automation rule in a custom item type, automation by default applies to all work items created from this type.
To learn more about how automation works, refer to the relevant pages:
Tip
You can always check which automation rules apply to the work items created out of a custom item type. Click the three-dot menu button in the upper-right corner of the work item and select Show automation rules to see the list of rules.
This option is available to all users except for external users and collaborators.
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Navigate to the relevant space and click the gear icon in the upper right corner.
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Select the Custom item types tab.
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Start creating a new custom item type or click one of the existing ones.
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In the left panel of the custom item types editor, scroll down to the Manage automation rules button and click it.
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Click + New rule to create a new automation rule for this item type, or click one of the existing rules to edit it.
To delete a type-specific automation rule, hover over it, click the three-dot menu icon that appears on the right, then select Delete, and confirm your decision in the pop-up.
To disable a type-specific rule, click on it in the rule list and switch the Rule on/off toggle in the upper-right corner.
You can also create and manage all space-level type-specific automation rules in the space from its settings:
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Navigate to the relevant space and click the gear icon in the upper right corner.
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Select the Automation tab.
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Here you see the list of all type-specific automation rules in the space:
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To create a new rule, click + Add rule button at the end of the list. When creating the rule, select which custom type item it should apply to.
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To disable the rule, switch the toggle to the left of the rule name.
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To delete the rule, right-click it, select Delete, and confirm your decision in the pop-up.
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Click your profile image in the upper-right corner of the workspace.
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Select Settings.
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Click Custom item types in the panel on the left. You may need to scroll down to find it.
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Start creating a new custom item type or click one of the existing ones.
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In the left panel of the custom item types editor, scroll down to the Manage automation rules button and click it.
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Click + New rule to create a new automation rule for this item type, or click one of the existing rules to edit it.
To delete a type-specific automation rule, hover over it, click the three-dot menu icon that appears on the right, then select Delete, and confirm your decision in the pop-up.
To disable a type-specific rule, click on it in the rule list and switch the Rule on/off toggle in the upper-right corner.