How do I set up automations?

To set up automations, there are two actions you can choose from

1. Move Issue to Domain:
   You can create an automation to move incoming issues to their relevant Domain without requiring manual actions by the Issue Manager users.

2. Send email notification:
   You can create an automation to only receive an email notification for new reports if the reporter selects a pre-defined option.

To create an automation:

1. Go to System. Click on Automations

2. Select ‘New Automation’.

   
3. Give the automation a name:
   
4. In the ‘Do the following’ section, select an Action:
   
   

   1. If the action is “Move issue to domain”, for Domain, select the Domain for which the outcome of your automation will apply to:

      
       

   2. If the action is “Send email notification”, for “To”, select the users who should receive the notification:

      
5. For the Apply this automation when section, the default trigger for the automation is ‘A new report is submitted’:
   

6. Then, you must select your conditions for the automation to run. In the section called ‘If all these conditions match’:

   1. Domain: if applicable, select the domain affected

   2. Channel: if applicable, select the Channel where the automation will run for incoming reports

7. Then, you must select the source of report:

1. 1. If you select Web/App

1. 1. 1. Reporter Intake Form: if applicable, select the reporter intake form connected to this channel:

      2. Field and Options (mandatory selections): select the field within the Reporter Intake Form that you want to add the automation for:
         

          

   2. If you select Phone

      1. Options (mandatory selection): select the countries from option list that you want to add the automation for:
         

8. Then click Save