Create an automation

Automations are a way to automatically change parameters when an item is Created, Updated or both. Automation conditions and groups work exactly the same as Filters see here for more information https://help.planufac.com/article/44-filters

1. Click "Automation"

2. Click "Add Automation"

3. Enter a name for your automation rule

4. Choose when the automation should fire

5. Choose which type of automation you would like to create

6. Add conditions and condition groups

7. Set an action

8. Click "Save Automation"

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