Automations Interface in OnePlan - Overview

What Is the Automations Interface in OnePlan?

The Automations interface in OnePlan is a centralized editor used to view, create, edit, and manage automation rules. The interface layout and components are consistent whether you are working with Plan Automations or Work Plan Automations — what changes is the scope of automations you create and the triggers and actions available to you, both of which are determined by how you access the interface.

What you will understand
After reading this article, you will understand what the Automations interface is in OnePlan, how to access it for different automation types, and how each access point affects the scope and options available when building automations.

Who This Article Is For: Automations Interface in OnePlan

This article is intended for:

Plan Managers managing automation rules for an individual plan or its work items
Portfolio Managers reviewing or governing automation behavior across multiple plans
OnePlan administrators responsible for enforcing automation standards and governance

This article explains concepts and interface orientation. For step-by-step configuration instructions, see the related articles in the What to Do Next section below.

How the Automations Interface Works in OnePlan

The Automations interface in OnePlan provides a single consistent editor for both Plan Automations and Work Plan Automations. The layout, components, and interaction patterns are the same regardless of which automation type you are working with.

What changes based on how you access the interface is the scope — which plans or work items the automation applies to — and the available triggers and actions, which vary by automation type.

Context: Access Determines Scope

In OnePlan, the location where you open the Automations interface automatically sets the scope of the automations you create. Scope cannot be changed after an automation is created.

Access Point	Automation Type	Scope
Portfolio Area → Automations	Plan Automations	Applies to all plans of selected plan types
Individual Plan → Automations	Plan Automations	Applies to this plan only
Work Plan → More (…) → Automations	Work Plan Automations	Applies to work items within this plan

Context: Portfolio Area Access

Opening Automations from a Portfolio Area creates Plan Automations with All Plans scope. These automations evaluate plans across your portfolio and require you to specify one or more plan types so OnePlan knows which plans to include. Use this access point for portfolio-wide governance, standardized lifecycle behavior, and cross-plan consistency.

Context: Individual Plan Access

Opening Automations from within an individual plan creates Plan Automations with This Plan scope. These automations affect only the current plan and do not require plan type selection. Use this access point for plan-specific automation needs where broader portfolio rules are not required.

Context: Work Plan Access

Opening Automations from a Work Plan — via the toolbar's More (…) → Automations menu — creates Work Plan Automations. These automations operate on tasks and work items inside the plan, not on the plan itself. Use this access point to automate task-level behavior such as field updates, status-driven notifications, or work item creation.

Note
The Automations option is only visible to users with the required permissions. Users without Contributor or Owner access will not see it.

Key Components of the Automations Interface

The following components appear in the Automations interface in OnePlan regardless of how you accessed it.

Automations List
The main list displays all automations you have permission to view. Each row represents a single automation and includes the Title, Scope, Plan Types, Work Types (visible in Work Plan Automations), Trigger, Creator, and Active status.
Automation Row Actions
Each row includes action icons for managing the automation: Edit opens the automation designer, Delete permanently removes the automation, and More Options (…) includes actions such as Deactivate — which disables the automation without deleting it — and Run History, which shows recent execution activity.
Create Automation
A + button at the top of the list opens the automation designer, where you define a Trigger, optional Filters, and one or more Actions. The available triggers and actions depend on whether you are building a Plan Automation or a Work Plan Automation.
List Filters
The Filters menu narrows the automations list using criteria such as name, active status, plan types, scope, trigger, and work types. Filters are especially useful when many automation rules exist in an environment.
View Selector
The View selector controls which automations appear in the list: All Automations shows everything you have permission to see, My Automations shows only automations you created, and Plan Automations shows automations associated with the currently open plan (available in the Work Plan Automations view).
Beta Indicator
A Beta badge appears in the interface to indicate that Plan Automations and Work Plan Automations are part of a preview release and may change in future updates.

How the Automations Interface Fits Into OnePlan

The Automations interface in OnePlan connects with other platform capabilities to support consistent automation across planning activities:

Plan Automations — The interface is the primary entry point for creating and managing automation rules that apply at the plan level, from governance enforcement to lifecycle management across portfolios.
Work Plan Automations — The same interface is used to manage task-level automation rules, allowing users familiar with plan-level automation to work in a consistent environment.
Portfolio Management — Accessing the interface from a Portfolio Area enables automation rules to be applied across multiple plans, supporting governance at scale.
Automation Run History — Available from the More Options (…) menu on any automation row, run history provides visibility into recent execution activity for both Plan and Work Plan Automations.

Common Scenarios: When to Use the Automations Interface

Reviewing all automation rules that apply to plans within a Portfolio Area
Managing automation behavior for a specific plan or its work items
Identifying inactive or misconfigured automation rules across an environment
Checking the run history of a recently triggered automation
Deactivating an automation temporarily without deleting it

Frequently Asked Questions: Automations Interface in OnePlan

Q: Is the interface different for Plan Automations vs. Work Plan Automations in OnePlan?
A: No. The layout and components of the Automations interface in OnePlan are the same for both Plan Automations and Work Plan Automations. What differs is the access point, which determines automation scope, and the available triggers and actions, which vary by automation type.

Q: What determines the scope of an automation in OnePlan?
A: Scope is determined by where you open the Automations interface in OnePlan — from a Portfolio Area (all plans of selected plan types), an individual plan (this plan only), or a Work Plan (work items within this plan). Scope is set automatically and cannot be changed after the automation is created.

Q: Can I see both Plan Automations and Work Plan Automations in the same list?
A: No. The Automations list in OnePlan shows automations relevant to the context you opened — plan-level automations when accessed from a plan or portfolio, and work item automations when accessed from a Work Plan.

Q: Who can access the Automations interface in OnePlan?
A: In OnePlan, the Automations option is visible to users with Contributor or Owner access to the plan. Users without these permissions will not see the option. Contact your OnePlan administrator if the option is not available in your environment.

What to Do Next: Automations Interface in OnePlan

Get started with step-by-step instructions:

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