Automation in Custom Item Types
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Availability: Legacy Business, Legacy Enterprise.; Unavailability: Legacy Free, Legacy Professional.; |
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Availability: Business, Enterprise, Pinnacle. ; 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.
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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 and click Manage automation rules.
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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.
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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 an existing one.
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In the left panel of the custom item types editor, scroll down and click Manage automation rules.
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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.