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Order of execution Automation, Project Automation, workflow post function



In my project I use the following

  • Automation
  • Project Automation
  • Workflow post function ( before create) i.e. the first transition in workflow


Please let me know the order in which these are executed.



1 answer

1 accepted

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Answer accepted
Jack Brickey Community Leader Jun 21, 2022

Hi @AbrahamA , I am not familiar with "project automation" so I cannot comment. Can you elaborate?

Assuming a Create operation here is the order...

  1. Post Function - this happens as part of the create event
  2. Automation - this happens as a result of the Create after-the-fact

project automation ???


Thanks for the reply. Here is Automation vs Project Automation locations in the project menu bar.

Jack Brickey Community Leader Jun 21, 2022

Ok, so this is JSM. The "Automation" is part of JSM specifically. Regardless, my response still applies. I also see this is Server and that might explain project automation. Can you share the type of things you can do under Project Automation? Ultimately the order may depend on the actual automation rule/trigger. Is there some specific objective you have or just generally curious?

Like Vikrant Yadav likes this

Ticket created in JSM , based on the issuetype and the reporter I need to take certain actions.

  • I need to change assignee of the ticket if certain conditions are met.
  • Make workflow transition and change assignee if certain other conditions are met.


So I wrote a post function and then some automation rules.

Jack Brickey Community Leader Jun 21, 2022

Ok so likely I would simply use Automation for both of these if possible. With that said I would need more precise details of what you're trying to accomplish to be able to offer a direct answer. I don't understand if there is a necessary order to these scenarios. Generally if I am setting up conditions in any transition then I lean to automation versus post functions. Ideally you could do this with a single rule but that depends on the details of your specific use case.

Thanks for providing guidance. This really helps. I cant put details here. 

I will accept answer. Thanks again.

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