Rule triggers
Automatyzacje nie działają cały czas, tylko reagują na konkretne zdarzenia: utworzenie rekordu, zmianę pola, ruch w procesie albo porę dnia.
The automation waits for an event
A rule does not run in the background nonstop. It starts only when the event it was set for occurs. As long as nothing of the sort happens, the rule does nothing.
That is why the same action can perform at one moment and not at another: what counts is whether the event that starts it occurred.
The most common events
| Event | What triggers it |
|---|---|
| Record creation | creating a new request, ticket, contract |
| Record change | saving a change in an existing record |
| Change to a specific field | setting or changing the value of a chosen field |
| A move in a process | performing a transition or ending a matter |
| Time of day | running at a set hour, for example a daily report |
| Manual start | clicking a button that fires the automation |
Why a rule runs late
- The event has not happened yet. An automation on a field change will not start until you save the change to that field.
- Another condition applied. A rule is sometimes narrowed, for example only to invoices above an amount. Below the threshold it does nothing, and this is intended.
- The rule runs on a schedule. A morning-report automation starts at its hour, not at the moment you need it.
Example. A rule sending a reminder about an unpaid invoice runs once a day in the morning. If the invoice was issued in the afternoon, the reminder starts only the next day, not right away.
Manual start
Some automations fire with a button: on a record form, on a list, or on a dashboard. Then it is you who decides when the action is to perform. Before you click, make sure what the button does, because some such actions change data or send something.
Rules - introduction
Reguła to automat, który sam robi rutynową czynność: wysyła powiadomienie, przelicza wartość, tworzy dokument. Dzięki temu nie trzeba pamiętać o powtarzalnych krokach.
Actions performed by rules
Reguła może przeliczyć wartość, wysłać powiadomienie albo e-mail, utworzyć dokument, dopisać rekord i wykonać kilka takich kroków po kolei, zależnie od danych.