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Workflow Automation

Projects can automate workflows through configurable rules and triggers.

Automation Rule

Automation rules automatically update records or send emails when specific conditions are met.

Using automation rules to add status update notes when workflow tasks change.

Automation rules can transfer UI extension data from requests to workflow tasks automatically.

This page demonstrates canceling workflow tasks using automation rules with UI extension data.

Creating rework loops in workflows when tasks fail using automation rules.

Automation rules send approval reminders after specified delays when tasks remain assigned.

Automation rules can escalate approval tasks to managers after configurable delays.

Automation rules can update task subjects with additional information from linked requests and workflows.

Automation rules automatically reassign workflow tasks to different teams based on requester organization.

Common automation rule examples demonstrate typical Xurrent workflow scenarios.

Automation rule fields control when and how automated actions are triggered in Xurrent workflows.

Automation rules use various operators to create conditional expressions and logical statements.

Workflows organize sequential and parallel tasks with manager oversight for request and problem resolution.

Workflow fields define the properties and configuration options available for workflow records.

Workflow templates provide predefined structures for creating new workflows with standardized tasks and fields.

Workflow template fields define properties and instructions for creating new workflows from templates.

Workflow types classify workflows to help managers decide which tasks to include in implementation plans.

Workflow type fields define properties and settings for categorizing workflow templates and workflows.