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This specific feature set is only available for customers with a Business plan or an Enterprise plan.
What are Custom Object Automated Actions?
With custom automated object automated actions you can automatize processes for your customized created model. They basically work the same as ticket automated actions, with the only difference, being that they only apply to your custom models.
You can think of automated actions as a sandbox for creating automation inside the Work place. The most common use of automated actions is automatically sending relevant information and updates to your end users.
By smartly configuring automated actions, model users are not burdened with unnecessary work, resulting in less organizational effort and allowing model users to focus on more important work. Our solution engineers can help you configure custom object automated actions to fully meet and match your exact business requirements.
Inside the Admin panel go to Automations → Automated Actions
1. How to design Custom Object Automated Actions
- Decide if your action should be directly active in the system after creation. If you want your action to be directly active, switch the active switch to the right. If you are just preparing the action for now toggle the active switch to the left.
- Enter a name for your custom object automated action. Please avoid special characters and use underscores as connectors, otherwise you may run into the issue, that you cannot save your action.
- (Optional) - Enter a description for your new custom object automated actions. If you make your description clear and distinctive now, you will make it easier to distinguish between different actions.
- Select the object from the object dropdown. The action will only apply for this specific model.
You can select between three different action types:
- The Send email action sends out an email to a dedicated email audience. You can customize the email contents and use aliases by typing "@".
- The Create Info actions creates an ticket info. You can customize the ticket info contents and use aliases by typing "@".
- The Send SMS action sends out an email to a dedicated SMS audience. You can customize the email contents and use aliases by typing "@".
