Creating a Rule using Automation Studio - Online Help | Zoho Desk

Creating a Rule Using Automation Studio

To streamline your workflow and ensure consistent processing, you can create a rule in Automation Studio by following the steps given below.
  1. Log in to Zoho Desk with Administrator privileges.
  2. Navigate to Setup > Automation > Automation Studio.
  3. Select the module and department if required, then click Create Rule.
  4. On the Rule information page, do the following:
    1. Enter the rule name and description.
    2. Select a module from the Module drop-down.
  5. On the Rule configuration page, choose an event to trigger/execute the rule. The events will differ based on the module selected.
  6. If required, specify a criteria for the event.
  7. Click + and select any of the following the block types based on your requirement:
    1. Action - Executes a specific task such as sending alerts, updating fields, or calling a custom function.
        
    2. If - Adds conditional logic to decide whether the flow should continue.
    3. Fork - Splits the flow into parallel branches, each running independently.
    4. Delay - Pauses the flow for a specific duration before executing the next action.
  8. Once you are done with all the required criteria, click Save Rule.