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Custom Triggers - Requests
Custom triggers execute automated actions following certain events in a request. Define Trigger Group Custom triggers are categorized and executed in trigger groups. Trigger groups are used to apply multiple rules on a request. To create a new group, ...
Custom Actions
Custom actions refer to user defined actions that can be performed on different entities across modules. For a custom action to be performed on an entity, it should be used with automation rules, subject to the availability of support. Availability ...
Tasks
Tasks are used to perform various account-related activities. Example: A request from a customer to add more contacts, an installation service request etc. To perform various task-related actions go to the Tasks tab in the account details page. ...
Tasks
Tasks are used to split a complex request into smaller workable units. You can assign tasks to other support reps to leverage expertise from them. To add a task to a request: 1. Go to Requests tab and click the subject line of the desired request. ...
Request Custom Functions
Request custom functions can be used in business rules, request custom triggers, request life cycle, and request timer actions. Using custom functions, you can perform automated actions on requests, other modules, and external applications. Go to the ...