Best practices for managing automation flows
15 min
Advanced
By the end of this lesson, you'll be able to:
- Administer automation flows
- Use best practices when writing and managing automation flows
- Troubleshoot automation
Manage automation flows
To simplify your experience when creating and managing your automation flows, follow some best practices.
👇Click the boxes below to learn more about each best practice.
Troubleshoot automation flows
There are some useful questions to ask yourself depending on how your automation flow is behaving.
👇Click the boxes below to explore what you can investigate in different situations.
Let’s explore an example
Tara created a new flow, but it has some problems. She wants her flow to assign work items to the user that transitions them to In Progress and set the fix version. If there aren’t any sub-tasks, she wants to send an email reminding the Reporter to add them. If there are sub-tasks, she wants the flow to edit their due dates.
👇This is how the flow is currently configured.
Let’s troubleshoot this flow.
👇Click the boxes below to explore each step in troubleshooting this flow.
Once Tara goes through each of these steps, testing after each change, the flow successfully executes!
👇Here’s the correct configuration of Tara’s automation flow.
Follow these best practices to optimize your automation flows, so that they run more smoothly.
How was this lesson?
next lesson
Manage global automation settings
- What is global automation?
- Manage automation globally
- Let’s explore an example!