Add an automation

This dialog is used to create or edit a board automation: a name, a trigger, conditions, then one or more actions applied automatically to tickets.

info

This dialog opens from board settings (create or edit), not from the favorite tickets page.

Prerequisites

• Signed in to Sequentia with a workspace selected.
• Open a board (or create a new board).
• Permission to edit a board to access board settings from an existing board (Board settings button).
• Board must not be archived: on an archived board, adding, editing, and deleting automations is disabled in settings.

Open the dialog

1. On a board, open board settings (gear icon, tooltip Board settings), or create a new board.
2. In the Automations section, read: “Automations let you trigger actions based on predefined conditions.”
3. Click Add an automation.

To edit an existing automation: click its row in the list (same dialog, prefilled).

note

In this dialog, the automation is first added locally on the board being edited. It is saved permanently only after you confirm board settings (create or edit board).

Dialog content

Header

• Title shown: Add an automation (also when editing — see To confirm with product).
• Help (?) icon: opens help for this dialog.
• Close (X) icon: closes without validating the automation (with alert if unsaved action edits remain).

Name

Element	Label	Required	Notes
Name	Name	Yes	At least 3 characters. Auto focus on open. If too short on confirm, focus returns to the field (no dedicated message).

Step 1 — Trigger

Visible on open. Label Trigger, Change of selector with placeholder Select a trigger.

Value	Label	Effect
Status	Status	Fires on status events (creation, status change, board transfer that reapplies status trigger).
Assignment	Assignment	Fires on assignee change (from ticket profile).

Changing trigger resets conditions and actions already entered.

note

Priority and Board triggers are not offered in this selector.

Step 2 — Conditions

Appears after choosing a trigger. Label Conditions.

For each condition: field + operator (is / is not) + value, then + to add, or trash to remove.

Active field when adding:

Option	Label
Status	If status — choose among board statuses

Shown but disabled in the add selector: creator, assigned user, priority, board, equipment, procedure, location, work document.

All added conditions must be met (AND) for the automation to run.

Step 3 — Action(s)

Appears when at least one condition is present. Label Action.

You build actions as: field → will / will be → value, then validate each action with +. A saved action can be edited (pencil) or removed (trash).

Action field	Label	Notes
Status	Status	Choose a status on the current board.
Assigned user	Assigned user	Choose among board-authorized users.
Watchers	Watchers	Multi-select; uses will be.
Priority	Priority	Ticket priority.
Associated board	Associated board	Choose a board and target status.
Equipment	Equipment	List of available equipment.
Procedure	Procedure	Option disabled in the UI.
Location	Location	Option disabled in the UI.

• The same field type can be used only once in the action list.
• While a new action is filled but not yet added (+ button), or an action is being edited, leaving or confirming may show: You have unsaved changes / “… are you sure you want to leave this page?” (Stay / Leave, or Stay / Confirm depending on case).

Confirm or close

Action	Effect
Confirm	Validates the automation and returns it to board settings. Disabled until trigger, condition(s), and action(s) are present.
Close (X) icon	Closes without confirming (alert if unsaved action edits).
Help (?) icon	Opens contextual help.

If a required element is still missing, an alert may show the matching message (Please select a trigger, … at least one condition, … an action).

Enable or disable

In this dialog, the automation is created enabled by default.

The switch to enable / disable is in the automations list in board settings, not in the add dialog.

Only enabled automations run.

What this dialog does not do

• Permanently save the board: you must still confirm board settings.
• Create an automation from the Favorite tickets page.
• Offer Priority / Board triggers in the selector.
• Enable conditions other than status, or Procedure / Location actions (grayed options).

In-app help

In the dialog header, the help icon opens help for Add an automation.

To confirm with product

• Title stays Add an automation even when editing an existing automation. Confirm whether an “Edit…” label is needed.
• Missing field alert header is not translated to English. Confirm expected translation.
• Several condition and action fields are visible but disabled: confirm product roadmap (planned activation or remove from UI).
• Assignment trigger is selectable; it runs on assignee change in the ticket profile. Confirm expected behavior for all assignment entry points.
• In board settings, section title is Automations while help text sometimes says automates. Confirm label harmonization.
• Work document option in conditions is disabled; confirm label alignment if the field is enabled later.