Element451

An overview of the two automation engines for Alerts and Cases — the Workflows + Rules module and dedicated Automation Rules — and when to use each.

Automating Case Management [Closed Beta]

Build dedicated Automation Rules that route, assign, and escalate Alerts and Cases automatically the moment they're created.

Case Management Automation Rules [Closed Beta]

Michael Stephenson

How Case Management connects to Workflows + Rules and how to build dedicated Automation Rules that route, assign, and escalate Alerts and Cases automatically.

Automation

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