Plan Automations

What Are Plan Automations in OnePlan?Plan Automations in OnePlan allow you to define automated rules that respond to plan-level events and perform actions automatically — without manual intervention. Instead of relying on...

Direct Answer: How Plan Automations Configuration Works in OnePlanPlan Automation configuration in OnePlan is a structured process where you define automation behavior by selecting a scope, configuring a trigger, optional...

Direct Answer: How to Configure a When a Date Passes Trigger for Plan Automations in OnePlanTo configure a When a Date Passes trigger for Plan Automations in OnePlan, open the Plan Automations editor, select Trigger in th...

Direct Answer: How to Configure a When a Field Changes Trigger for Plan Automations in OnePlanTo configure a When a Field Changes trigger for Plan Automations in OnePlan, open the Plan Automations editor, select Trigger i...

Direct Answer: How to Configure a When a Process Step Changes Trigger for Plan Automations in OnePlanTo configure a When a Process Step Changes trigger for Plan Automations in OnePlan, open the Plan Automations editor, se...

Direct Answer: How to Configure a When an Item Is Created Trigger for Plan Automations in OnePlanTo configure a When an Item Is Created trigger for Plan Automations in OnePlan, navigate to a Portfolio Area, open Plan Auto...

Direct Answer: How to Configure Filters for Plan Automations in OnePlanTo configure filters for Plan Automations in OnePlan, open the Plan Automations editor, select Filters in the automation flow, add one or more filter ...

Direct Answer: How to Configure a Send Notification Action for Plan Automations in OnePlanTo configure a Send Notification action for Plan Automations in OnePlan, open the Plan Automations editor, select Add Automation Ac...

Direct Answer: How to Configure an Update Plan Action for Plan Automations in OnePlanTo configure an Update Plan action for Plan Automations in OnePlan, open the Plan Automations editor, select Add Automation Action, choo...

Direct Answer: How to Configure a Reorganize Plan Action for Plan Automations in OnePlanTo configure a Reorganize Plan action for Plan Automations in OnePlan, open the Plan Automations editor, select Add Automation Action...

Direct Answer: How to Configure a Copy or Create Plan Action for Plan Automations in OnePlanTo configure a Copy or Create Plan action for Plan Automations in OnePlan, open the Plan Automations editor, select Add Automatio...

Direct Answer: How to Configure an Approval Task Workflow Action for Plan Automations in OnePlanTo configure an Approval Task Workflow action for Plan Automations in OnePlan, open the Plan Automations editor, select Add A...

Direct Answer: How to Configure a Power Automate Action for Plan Automations in OnePlanTo configure the Power Automate action for Plan Automations in OnePlan, open the Plan Automations editor, select Add Automation Action...