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Create an Automation Rule

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What this does

This guide explains how to create an automation rule that reacts to LoopIQ events and performs configured actions.

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Before you begin

Make sure:
  • you have permission to manage automation
  • you understand the workflow the rule will affect
  • you know which organization and team the rule should apply to
  • you can safely test the rule with a low-risk record

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Steps

  1. Open Automation.
  2. Select Create Rule.
  3. Enter a clear rule name.
  4. Choose the module or record type the rule applies to.
  5. Select the trigger event.
  6. Add conditions that limit when the rule should run.
  7. Configure one or more actions.
  8. Save the rule as inactive if you want to review it before use.
  9. Test the rule with a sample record.
  10. Activate the rule when the result is correct.

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Service request actions

When the rule applies to service requests, action settings should include service request-specific fields where supported, such as:
  • priority
  • requestor
  • category
  • team
  • assignee
  • status
  • urgency or impact
  • application, service, feature, or environment
  • due date or fulfillment-related fields
For signed-in user submissions, the requestor may default to the acting user. For external forms or automated intake, use a configured default requestor when the submitter is not an internal LoopIQ user.

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Tips

  • Start with narrow conditions so the rule does not affect unrelated records.
  • Avoid creating loops where one automation repeatedly triggers another.
  • Use clear rule names that describe the trigger and result.
  • Document the owner of each rule.