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• Automation: Table of Contents

  SET UP Setting Up the Automation Layer Configuring the Automation Rules ACTIONS Add to Dataset or Records [Assign to Another User or GrouFew readers

• Setting Up the Automation Layer

  The automation layer helps you streamline your workflows through logic and rules. This is where you can set various rules on routing or actions that need to be done based on factors such as the ticket type or content of the ticket. You can set rules to skip steps in a process depending on a set of rules. You can also create different actions to run at the same time in a single step. Inside the automation layer, the first thing you need to doPopular

• Configuring the Automation Rules

  Configuring the automation rules follow the IF-THEN logic. The rules are the conditions that need to be met. To configure your automation rule, you have to define the following: Property Origin - the property you want the rule to refer to. You can choose among the following: DDM, Form Value, or Input. Condition - the operator that links the rule between property origin and operand origin. Operand Origin - this is where the value of thFew readers

• Automation: Add to Dataset or Records

  You can use this action if you want to add entries to a dataset or record whenever a ticket is filed. PREREQUISITE You need to create a data table or a record table where the entry in the form will be added to. Example: We have an Employee Details record, and we want to add another entry for this. CREATE A FORM We need to create aFew readers

• Automation: Add to Dataset or Records using Reference Table

  This action is used when you want to add entries to a dataset or a record through the reference table whenever a ticket is filed. PREREQUISITE You need to create a data table or a record table where you want to add the record. Example: We have a record for Yacht Details. CREATE A FORM We need to add a reference table in fFew readers

• Automation: Assign to Another User or Group

  This action is used to let you pass on the tickets assigned for your approval to another user or group, after meeting the set rules and condition in the configuration. CREATE A FORM We need to create a normal form. Leave Type Start Date Length of Leave Reason CONFIGURING THE AUTOMATION 1. RULE TRIGGERS: On Status AssignSome readers

• Automation: Call an External API

  PREREQUISITE In order to use this action, you need to have a 3rd Party Access connected to Steer. Currently the supported 3rd Party Application in Steer is XERO. Sign-up: https://www.xero.com/ph/signup Login: https://login.xer`o.com/identity/user/login HOW TO ADD CONNECTION (Applicable only to Admin) Click the dropdown button beside your Profile Name. Go to ThirdFew readers

• Automation: Move Ticket to Another Lane

  This action can be used if you want to automatically move a ticket to another lane after meeting the set rules and condition in the configuration. PREREQUISITE Before we can configure an automation, the first thing that we need to do is to build a form. **Sample Fields: ** Leave Type Start Date Length of Leave Reason CONFIGURINSome readers

• Automation: Send Back to Logger

  This action can be used if you want to automatically send a ticket back to the requestor or creator of the ticket, after meeting the set rules and condition in the configuration. CREATE A FORM We need to create a normal form. Leave Type Start Date Length of Leave Reason CONFIGURING THE AUTOMATION 1. RULE TRIGGERS: On StatFew readers

• Automation: Send Email Notification

  This action can be used if you want to automatically send an email to the defined user/s, after meeting the set rules and condition made in the configuration. PREREQUISITE Before we can configure an automation, the first thing that we need to do is to build a form. **Sample Fields: ** Employee Name Date Filed Department Leave Type Start Date Length of Leave Reason ![](https://storage.crisp.chat/users/helpdesk/website/Some readers

• Automation: Update Dataset or Records

  The Update Dataset or Records action is helpful for when you have sets of information that need to be updated right after it has gone through an approval process. You can use this action when you want to update an entire row of a dataset or record entry when a ticket is submitted. PREREQUISITE You need to create a data table or a record table where the entry in the form will be reflected on the table. Example: We have a table foFew readers

• Automation: Update Dataset or Records Column Value

  The Update Dataset or Records Column Value action is helpful for when you have a specific data that needs to be updated right after it has gone through an approval process. You can use this action to update a column's value in a dataset or record entry when a ticket is submitted. PREREQUISITE You need to create a data table or a record table where you want to update a specific column value. Example: We have a table that tracks tFew readers

• Automation: Update Dataset or Records Using Data Table

  The Update Dataset or Records Using Data Table action is helpful for when you need to update a record through the data in a data grid. PREREQUISITE You need to create a data table or a record table where you want to do the update. Example: We have a table that will count the current number of stock, and will update the count after some stocks have been transferred to a different site. ![](https://storage.crisp.chat/users/helpdeFew readers

• Automation: Write to Dataset or Records

  You can use the Write to Dataset action if you want to update a specific column in a dataset or a record entry whenever a ticket is submitted. PREREQUISITE Example: You need to have a table that tracks the number of vacation leaves of an employee, and we want it to decrease whenever a ticket is submitted. CREATE A FORM We need to cSome readers