Last updated: 2025-05-21
Rules that run on service task creation
``` Note: Field Service Management (FSM) was initially launched as an add-on feature. However, after careful evaluation, we have decided to discontinue it.
Existing customers currently using FSM will continue to have access, and the product will be maintained in its current state. However, no further enhancements will be made, and FSM will no longer be available to customers who signed up after May 5, 2023. ```
These automation rules run on every new service task created and performs actions based on predefined conditions. These rules let you automate actions such as:
Note: If you wish to automatically create service tasks for tickets with certain properties, refer here
A quick guide for creating an automation rule to run on service task creation:
- Select the field you want from the dropdown list.
- Specify whether ALL conditions need to be matched to trigger the rule, or just one condition needs to be matched ( ANY).
- Add multiple conditions by clicking the Add new condition button and click on the Trash icon to remove the condition.
- Any of the conditions
- All of the conditions
- All conditions in block 1 AND any from condition block 2
- All conditions in block 1 OR any from condition block 2
- Any condition in block 1 OR all from condition block 2
- Any condition in block 1 AND all from condition block 2
- Example: A new service task is created. If the service task has a “Device” field with the value “TV” in it, automatically assign the service task to the service group “TV Repair”
- You can add multiple actions using the “ Add new action”. Click on the Trash icon to remove the action.