Automations
Every automation has a trigger, a condition, and an action (or multiple!).
- Trigger: an event you choose which sets the automation into motion.
- Condition: a requirement that the trigger must meet in order for the automation to work.
- Action: an event that occurs as a result of the trigger and condition being met.
Example:
In this case, the trigger is "When a status changes". The condition is "to something" (in our case, we chose the "No longer relevant" status label) and the action is "archive item".
With this automation in place, every time an items' Status Column is given the "No longer relevant" label, that item will be automatically archived.
Step 1: Choose a trigger:
The First step in building your automation is to click on "When this happens" to pick a trigger. You can then choose a trigger from the options presented in the dropdown or by clicking "More options". A trigger can be a column from your board(i.e. Status, People, Date, etc) or an action/event (i.e. item created, every time period, etc)
Step 2: Select a condition
Depending on the trigger you've picked in step one, you will then need to select a condition. If you'd like to specify additional conditions in your recipe, simply clock on the plus sign next to the condition that you set and choose another one .
Step 3: Set an Action
To Choose an action, click on the grey "Then do this" field. From here, you can select an action from the options presented in the dropdown or by clicking on "More options".