Automation in Tracker

You can automate your actions with issues in Tracker using triggers, auto actions, and macros. These tools will help you save time on routine operations, such as updating issue statuses, summoning colleagues, or creating sub-issues with specific parameters.

Triggers

Actions performed on queue issues when certain events occur. For example, when the issue status changes or a particular user subscribes to the issue, a trigger can change issue parameters, leave a comment, or send an HTTP request to interact with other services' APIs, or set up integrations.

• Setting up a trigger
• Copying a trigger to the current or another queue
• Changing the order in which triggers fire
• Trigger conditions
• Triggered actions
• Trigger setup examples

Auto actions

Actions on queue issues that are triggered automatically at a specified interval. You can use auto actions to set up regular updates for queue issues, such as check for issues with specific components, set an assignee for them if the assignee is missing, or create issues for data backups.

• Configuring automatic updates for issues that match filters
• Setting up scheduled issue creation based on a template
• Viewing the history of triggered auto actions
• Auto action setup example

Macros

Actions that can be run by clicking a button on the issue page. By using macros, you can automate routine actions: change issue parameters and add standard comments.

• Setting up a macro
• Running a macro
• Macro setup example

Managing automations

Viewing queue automations

To view all automations set up in a queue:

1. In the left-hand panel, click  Queues and select a queue.

2. In the top right corner of the queue page, click  Queue settings.

3. Select Automation in the left-hand panel.

4. Set up the automation display:

   • To filter automations by type, click Automation type and select relevant types from the list.

   • To filter automations by the type of actions they automate, click Action type and select relevant actions from the list.

   • To find a specific automation, enter its name or ID in the search bar.

Modifying automations

• Click on an automation to edit its settings.

• To disable or enable any automation, change the position of the toggle next to it.

• To permanently delete an automation, click →  Delete.

Changing the automation owner

1. Click on the automation that you want to edit.

2. Hover over the owner name in the top left corner of the page and click  Change.

3. Type the user's name or username in the search bar.

4. Click Save.