Add an Action to an Automation Process
Automation Processes allow CSM Users to automate behavior by creating rules for the system to follow. Define Actions for an Automation Process to automatically execute when certain criteria are met (example: Automatically send an e-mail if a Change Request exceeds its end date by 4 hours). Add Actions to all three types of Automation Processes:
- Simple Action/Event Process: Launches a One-Step™ Action or Action after a specific Event occurs.
- Threshold-Based Process: Watches a value and performs an Action after a threshold is crossed.
- Visual Workflow Process: Defines a sequence of time-based and Event-based steps that manage a Business Object as it passes through various stages.