Automation is a feature that facilitates automated changes to issues according to a set of criteria defined by an administrator. 

In order to set up Automation, you must have the “Sys Admin” parameter or “Can access and maintain Administration functions” permission.

There are three issue automation features available through the Settings Lightbox > Automation:

Auto Assignments

Auto assignment rules will automatically assign issues immediately upon submission to certain users or groups.


Workflows provide the ability to update issues in a variety of ways after certain defined criteria are met.

Substatus Rules

Substatus Rules (if Substatuses are activated) will automatically change the Substatus field or pause the System Clock for an issue based on defined criteria.  

About Auto Assignment Rules

About Workflows

About Substatus Rules

How to Use Round Robin with Automation

How to Use Issuetrak Automation

Time and Event-Based Automations