Who is this article for?Primary Admins that want to create rules and trigger actions when an Issue status changes
Similar to how the How to Setup Op Workflows (Business Rules) are configured, as an Admin you can set up workflows for Issues.
A workflow is a sequence of tasks that take place when a certain condition in your Op is met
To create an Issue Workflow, you will need to set up:
- The IF trigger (conditions)
- And your THEN (consequent actions).
You can create a new workflow as follows:
- Navigate to Operations > Business Rules and click on the + button on the bottom right corner
- In the pop-up window, add a Title for the workflow and select the condition that will trigger the Business Rule, then click on Create
- Following the IF/THEN logic, you can also utilise the And/Or buttons to define additional criteria for the IF condition that will trigger the THEN action/s.
- The THEN options allow countless combinations of actions such as assign another Op, notify someone external via email, raise an Issue, send an SMS, etc.
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