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What are Custom Rules?

Custom Rules are used to automate status updates to events in the lifecycle of a ticket, inspection or a work order. There are only two events defined.

Let’s say you create a new ticket but have not assigned it to anyone yet.
You can create a rule to default the ticket to a “New” status or “On Hold” Status.

When the ticket is assigned you can have the status change automatically to ” In Progress ”
Or “Assigned”

You could do the same for Inspections and Work Orders. The Events are predefined and you cannot add a custom event. However, you can associate a status from the drop down list to the event.

Setting Custom Rules

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