Every Trigger needs a set of Rules, which are used to set the conditions which need to be fulfilled before the Trigger takes Action. When the Rules are satisfied, Triggers can update important fields, send emails to your clients and managers, create tasks for your team and update the status of your Requests, Sales, Projects, Tickets and Retainers. Your Trigger's Rules must be configured before Actions can be configured.
This powerful tool is only available for Premium users as part of the Business Progression & Fields.
Using this guide, you can:
To Create a Rule, click the Rules tab of your Trigger. Click the blue +New Rule button to add a new Rule to your Trigger, pictured here.
Each Trigger can have an infinite amount of Rules added to more specifically define the situation which you'd like automation to occur. All of the Trigger's Rules must be be satisfied in order for the Trigger to run.
Activity Rules are used to monitor the types of Activities which are being logged against each piece of work, and the delay between each Activity. Activities encompass the internal notes which your team logs, the time which they record, emails and meetings which are sent and received, and call notes which are recorded. In this example, we'll be looking at a Project's Activity Rules.
Module Fields are fields which are unique to that module, including Sales, Projects, Tickets and Retainers. In this example, we'll be reviewing the unique fields for Tickets..
All Triggers can use Company and Contact fields in their Rules. For example, a Ticket Trigger can include Rules based on both the Ticket's fields, and Company fields which it belongs to.
Virtually every field which you find when viewing and editing a Ticket (or other type of work) can be used as a Rule. This includes default fields like the Ticket's Priority, as well as custom fields which you've added to your Ticket Type. The total number of fields, and the type of those fields, varies from object to object depending on. For example, Priority is not an available field for Projects, but it is for Ticket. Regardless of the object which you're configuring Rules for, the available options will be the same:
Billable work (including Projects, Tickets, and Retainers) have an additional type of Rule which can be used, called Financial.
Financial Rules all offer the same special conditions which are available for number fields, and are especially useful for creating sending alerts when budgets are exceeded, and when the profit margin begins to slip.
Financial Rules are not available for non-billable objects, including Companies, Contact, Sales and Request.
Now that you've configured your Trigger's Rules, you can begin creating Trigger Actions.