Automation Rules
Manage Rules
Navigate to Automation > Rules > Automation Rules tab to view the rules that have been created, the type of rule, who created the rule, and when it was last modified.
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To modify an existing rule, click the name of the rule.
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Click the Off/on toggle switch to enable or disable the rule. If an enabled rule is showing a Started-polling status in the associated workflow's properties, then when you disable the rule, its status changes to Stopped-polling.
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Click the
(Ellipsis) icon in the Actions column and Delete to delete a rule, which will also remove it as a trigger from any workflow associated with the rule.
Configure Rules
To add a trigger to a workflow, configure a new or existing rule and associate it with the workflow.
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Choose Automation > Rules in the navigation menu
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In the Automation Rules tab, click Add Automation Rule to create a new rule.
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In the General section, click the Type drop-down list and choose one type of rule:
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Approval Task Rule
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Email Rule
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Incident Rule
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Schedule Rule
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Webhook Rule
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(Optional) You can limit when a rule's workflows would be run by adding a condition to the rule in which you specify a calendar. Then, only events that happen within (or outside of) this window and pattern of time can trigger the rule to execute its associated workflows. When creating or editing the rule, add a condition with the following:
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Property - Choose a date-time field such as Timestamp or Event Received Time.
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Comparison - Choose either During or Not During to check whether the date-time is within or outside of the parameters defined in the calendar.
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Value - Choose a previously-configured or new calendar.
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Note: When configuring rules, keep in mind that it is possible for a single event to trigger multiple rules, if the conditions in those rules are met. We recommend that you configure exclusive rules to avoid having multiple rules and their associated workflows be triggered by the same event.
Workflow Properties
After you enable or create a rule, it is displayed in the Automation Rules section of the associated workflow's properties.
Open the workflow in the Workflow Editor, and scroll down the Workflow Properties until you see Automation Rules.
You can click on the rule name to view or edit and save the rule. You can click a rule's toggle switch to turn the rule-workflow association either on or off. When a rule's toggle switch is clicked to on, the association between the rule and this workflow is activated, so that this workflow is enabled to automatically run when the rule conditions are met.
The table below shows the possible statuses of the legacy triggers that have been deprecated and what they mean.
| Status | Description |
|---|---|
| Created | The trigger was created but has not started listening for events yet. |
| Started-polling | The trigger is running normally and waiting for events. |
| Stopped-polling | The trigger is disabled. |
| Paused-polling | The trigger is paused due to rate-limiting. |
| Errored | The trigger encountered an error and is not running. This could be due a configuration issue with the trigger or related targets. Verify the configuration and try disabling/re-enabling the trigger. |
| Update-in-progress | A change has been made to the trigger and is currently being saved. |
| Disabled | The trigger is disabled. |
Workflow Status
In order for an associated workflow to run, the workflow must be in a valid state (the validation button should say Validated in the Workflow Editor).
Thresholds and Limits
The system automatically aggregates the number of times external triggers are used across workflows.
External events can trigger workflows up to 5,000 times per day (within each 24-hour period based on UTC time). This threshold is cumulative across all external event type triggers. This limit does not apply to other workflow execution methods such as clicking the Run button or using a schedule.
Maximum number of Email, Incident, Task, and Webhook event rules: 100 per organization
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Maximum number of events that can trigger a rule to execute a workflow: 10 per minute
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This threshold is set for each event rule individually.
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When this limit is reached, any unprocessed events roll over to be processed in the next minute.
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Maximum number of events that can trigger a rule to execute a workflow: 5,000 within each 24-hour period (based on UTC time)
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This threshold is cumulative across all the above event rules.
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During run time, if 80% of the daily limit is reached, you receive a warning notification in the header.
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During run time, if 100% of the daily limit is reached, the excess workflow is rejected and you receive a notification in the header of when the limit will reset.
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This limit does not apply to other workflow execution methods such as clicking the Run button or using a schedule.
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Maximum number of Schedule rules: 100 per organization
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Maximum number of Schedule rules that can execute a workflow: 10,000 per day
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During run time, if 80% of the daily limit is reached, you receive a warning notification in the header.
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During run time, if 100% of the daily limit is reached, the excess workflow is rejected and you receive a notification in the header of when the limit will reset.
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