...
The create issue action also comes with the Add additional metadata checkbox. This feature will be used to surface Checkout information on linked tickets, but the components to show the information are still under development.
Edit request Issue
Purpose: The Edit request issue action allows users to modify fields on the request action.
Available for Trigger Typestrigger types:
Order Triggers
Details:
This automation action works very similarly to the Create issue action. Administrators can use the Edit issue action to set custom fields on a ticket once the rule is triggered.
...
Send Webhook
Purpose: Allows the user to send a Webhook to a location. The administrators will need to define the following:
...
HTTP method
...
Webhook URL
...
Sends a webhook to a URL when the automation rule is triggered.
Available for trigger types:
Order Triggers
Vendor Triggers
Asset Triggers
Details:
Administrators can set up a webhook to fire when the automation rule is triggered. The following information is required:
HTTP method (GET, POST, PUT, PATCH, DELETE, HEAD)
Webhook URL
Administrators can also define custom headers for authentication purposes or other custom requirements.
If the HTTP method is POST or PUT, the body will be a JSON containing the Checkout Order information.
...
Available for Triggers
Example:
| Code Block |
|---|
{
"items": [
{
"itemId": 307,
"quantity": 1,
"price": 229.99,
"itemTitle": "Portable SSD T7 TOUCH USB 3.2 1TB (Black)",
"itemDescription": "SSD with fingerprint and password security",
"vendorId": 194,
"type": "PRODUCT",
"status": "NEW",
"items": null,
"backFill": false
}
],
"unlistedItemRequests": []
} |
Send Slack Message
Purpose: Sends a Slack message to a specific channel when the rule is triggered.
Available for trigger types:
Order Triggers
Vendor Triggers
Asset Triggers
...
Details:
The administrators will need to provide the following:
Webhook URL (Incoming Slack URL)
Message
Channel or User
...
Available for Triggers:
...
Order Triggers
...
Vendor Triggers
...
Information about setting up the integration on the Slack side can be found here.
Transition Issue
Purpose: Allows the user to transition the issue from one status to different statusesanother.
...
Available for Triggerstrigger types:
Order Triggers
Edit asset attributes
Purpose
Available for Triggers:
...
Details:
Administrators can choose which status the issue will be transitioned to when the Checkout automation rule is triggered.
...
The transition will still respect any validators or conditions present on a transition.
Create request comment
Purpose: This action allows admins to put automated comments on a ticket when triggered.
Available for TriggersTrigger Types:
Order Triggers
Details:
Administrators can customize a comment which will be left on the ticket when the automation rule is triggered.
The comment will be made as the user Checkout.
Administrators can choose whether the comment is an Internal or an External.
...
Decline order items
Purpose: Decline all items in an order.
Available for triggerstrigger types:
Order Triggers
Disable submit order button
Purpose: Disable the Submit Order button to prevent the agents from generating a purchase order to send to the Vendor.
Available for TriggersTrigger Types:
Order Triggers
Enable Submit Order Button
Purpose: Enable the Submit Order button on a ticket to allow the agents to generate a purchase order.
Available for Trigger types:
Order Triggers
Edit asset attributes
Purpose:
...
Allows administrators to customize asset attributes when the automation rule is run.
Available for trigger types:
Asset Triggers
Details:
This action can set values for asset attributes when run. Status, Vendor, and User Picker attributes are not supported.