Configuring Automation items

Automations are configurable components that define checks and actions. They can apply to the Affected Items (Relationship) or the Change Order itself (Context Item).

Each Automation falls into one of two types:

• Validation – System checks that enforce data quality and business rules:
  
  • Ensuring a Change Order does not include affected items with missing required properties.
  • Verifying that when an action like Revise is selected, the affected item is in the Released state.
• Action – Automated updates applied to affected items or the Change Order:
  
  • Automatically changing the lifecycle state of affected items (e.g., from In Review to Released) after a Change Order’s workflow is completed, based on the defined action.
  • Automatically setting the Actual Completion Date on the Change Order when its workflow finishes.

Automations improve consistency and efficiency in the change process by reducing manual work and enforcing business rules automatically.

The following is an example of an error message generated during a validation Automation: