Best practices for managing automation rules
15 min
Intermediate
By the end of this lesson, you'll be able to:
- Administer automation rules
- Use best practices when writing and managing automation rules
- Troubleshoot automation
Manage automation rules
To simplify your experience when creating and managing your automation rules, follow some best practices.
👇Click the boxes below to learn more about each best practice.
Troubleshoot automation rules
There are some useful questions to ask yourself depending on how your automation rule is behaving.
👇Click the boxes below to explore what you can investigate in different situations.
Let’s explore an example
Tara created a new rule, but it has some problems. She wants her rule to assign work items to the user that transitions them to In Progress and set the fix version. If there aren’t any sub-tasks, she wants to send an email reminding the Reporter to add them. If there are sub-tasks, she wants the rule to edit their due dates.
👇This is how the rule is currently configured.
Let’s troubleshoot this rule.
👇Click the boxes below to explore each step in troubleshooting this rule.
Once Tara goes through each of these steps, testing after each change, the rule successfully executes!
👇Here’s the correct configuration of Tara’s automation rule.
Follow these best practices to optimize your automation rules, so that they run more smoothly.
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