This document outlines use cases for automation features in ServiceDesk Plus MSP Cloud. It showcases how the features can be leveraged to address operational needs and challenges, streamline workflows, and enhance productivity.
Each use case includes:
Scenario: A business scenario where automation can be leveraged.
Prerequisite: Setup or configurations to be in place before applying the action.
Action: A gist of essential configurations.
Configuration: The essential configurations that address the scenario.
Terminologies
Customer-specific | The automation rule must be configured separately for each customer. Before setting up the rule, select the appropriate customer from the drop-down in the application header. Note: For all use cases in this document, Zylker and SolversHQ are MSP customers. |
Site-specific | The automation rule must be configured separately for each customer's site. Before configuring the rule, use the Filter by Site drop-down to filter the appropriate customer's site. |
Module-specific | The automation rule must be configured separately for each module. Before setting up the rule, select the relevant module from the module filter. |