You can use an automation directly in a project. To use one or more automations set up in a project template , simply create a project using this template.
For example, the Apply a template has been configured in a template to trigger as soon as the project changes to status New.
Here are the steps to run automation in a project:
- Create a project from a project template in which an automation has been set up
Project - Trigger the status trigger via the type of trigger set (in our example, project status ).
New)
The automation runs and a message notifies you that the process has been launched.
Apply automation to projects created from a template that already includes automation
Automations set up in a template can be applied (or reapplied) to all projects created using this template.
Apply template automation to projects
- Click on
Administration > Model settings > Templates>Project. - Click on a project template .
- Click on
Setup - Automation tab. - Click on the
contextual menu automation.
- Click on Apply to projects created from this template.
Automation is applied to the projects concerned if :
- projects do not already have automation.
- projects with different automation settings.
Apply multiple template automations to projects
- Click on Administration > Model settings >
Templates>Project. - Click on a project template .
- Click on Setup - Automation tab,
- Click on the
- Click on Apply to projects created from this template.
Automation is not applied to the projects concerned if :
- the projects are in astatus completed,status
- projects already have automation, with identical parameters.