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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

  Learn how to configure the automation layer in the Process Designer and understand each automation acton that you can apply to your workflow.Popular

• Configuring the Automation Rules

  Learn how to configure automation rule triggers that you can set to make your automations more efficient.Few readers

• Automation: Add to Dataset or Records

  Learn how to create an automation that automatically adds a submitted item to an existing Dataset or Record App.Few readers

• Automation: Add to Dataset or Records using Reference Table

  Learn how to create an automation that automatically adds a submitted item to a Dataset or Record App by setting trigger rules and reference table mapping.Some readers

• Automation: Assign to Another User or Group

  Learn how to set up automation rules and actions that automatically assign a case to another user or group.Some readers

• Automation: Call an External API

  Learn how to use the 3rd Party Access feature on Steer and connect your Solution via external APIs.Few readers

• Automation: Move Ticket to Another Lane

  Learn how to create triggers that will move a case to another lane in specific and various conditions.Some readers

• Automation: Send Back to Logger

  Learn how to create an automation that automatically sends a case back to its logger after meeting specific parameters.Some readers

• Automation: Send Email Notification

  Learn how to create an automation that automatically sends email notification/s to specific users once an action in a workflow is completed.Some readers

• Automation: Update Dataset or Records

  Learn how to create an automation that automatically updates an item in a Dataset or Record App.Few readers

• Automation: Update Dataset or Records Column Value

  Learn how to create an automation that automatically updates a specific Dataset or Record column value after receiving a case input.Few readers

• Automation: Update Dataset or Records Using Data Table

  Learn how to create an automation that automatically updates a Dataset or Record App by creating rule triggers and data table mapping. Few readers

• Automation: Write to Dataset or Records

  Learn how to create an automation that automatically updates a value in a Dataset or Record.Some readers