Setting up Template automations

Created by Monica Madan, Modified on Tue, 26 Sep, 2023 at 1:15 PM by Monica Madan

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With Rocketlane, you can easily create automations within templates. These automations are then seamlessly integrated into projects that inherit the template. You can set these up for tasks, phases, or forms on a template, saving you the time and effort of setting them up individually for every project.

Short on time to read the article? watch video here

To view the list of triggers, conditions and actions, continue reading here.

To create automations,

  • Go to Templates and select Project templates

  • Select a project template for which you want to add automations

  • Click on any task, phase or form you want to add an automation to. This will be the starting point for your automation.

  • Click on the Automations tab

  • Click the Add automations button

  • From the slider, select Blank slate and start creating the automation workflow

Let’s consider an example of automation to go over the setup process:

Example: Automatically set the status of the project as “completed” when the final phase of the project is complete.

Choose the right trigger, condition and action.

A step-by-step guide to setup to create an automation rule

Name the rule

Trigger this rule on: Select the type of trigger to fire the rule. It can be a project, phase or task that this automation rule should be triggered on. Here, trigger is "When phase status is updated."

Choose a trigger: Based on the type of trigger you choose, the list of triggers will appear to the right. Choose from the list. 

Action block 1: An action block consists of conditions and actions. 

Add condition: Click to add conditions and in the pop-up, choose the matching condition as “ALL” or ANY.” 

Here, the condition is "If status changes from 'Anything' to 'Completed.'" Next, Add one or more condition filters and click save.

Add an action: To add an action, simply click the button and specify what the system should do based on the rule. This can include updating project status and fields, including any custom fields you may have created. Here, the action is "Update the status of the project as “Completed”

Note: Automations triggered on phases can have both phase actions and project actions. This is a classic example, where a condition set on a phase, executes an action on a project.

Note: You can add more than one action that needs to be performed by the rule.

Rearrange and delete actions

  • You can re-arrange actions inside an action block using the sort icon
  • Click on the cross mark to delete any action

Action block 2: You can have more than one action block set up for an automation rule and use one rule to perform a set of actions if the predefined conditions are met.

1. It's important to note that the execution of action blocks is typically linear, meaning that each action block is processed one after the other.
2. If any action block encounters errors or exceptions, it might affect the subsequent blocks. 

Under More actions:

  • Click on the three dots near the action block
  • choose to duplicate and edit an action block
  • click delete to delete an action block

Tip: You can save these automations under saved automations and re-use on demand.

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