How do you set up a smart rule to trigger a workflow

This article explains how to configure a HappyFox Help Desk smart rule that triggers a HappyFox Workflow when its conditions are met.

Prerequisites

• At least one workflow must already be created in HappyFox Workflows. See How to Build Your First Workflow.
• You need access to configure smart rules in HappyFox Help Desk.

Steps

1. Log in to HappyFox Help Desk.
2. Navigate to Automate > Smart Rules.
3. Click + to create a new smart rule.
4. Click Trigger Workflow under the Notify column.
5. Select the workflow you want to trigger from the list.
6. Click Next.
7. Set up the condition that should trigger the workflow.
8. Click Next.
9. Enter a name and description for the smart rule.
10. If the workflow's actions should run only once per ticket, enable Execute smart rule only once when conditions match.
11. Associate the categories that should trigger the workflow.
12. Click Finish Creating Smart Rule.

GIF: Creating a smart rule that triggers a workflow when its conditions are met.

Note: As an alternative, use the Trigger Webhook action and paste the webhook URL from HappyFox Workflows. Existing workflows using this option continue to work.

Once the smart rule is enabled, the workflow runs automatically whenever its conditions are met. Next, learn how to use Run History to debug workflow issues if the workflow doesn't run as expected.