Plan Automations

Plan Automations in OnePlan allow you to define plan-level automated behavior that helps enforce consistency, reduce manual effort, and support governance as plans move through their lifecycle.With Plan Automations, you c...

This article explains how to configure Plan Automations in OnePlan using the no‑code automation creator.Plan Automations allow you to automate actions that occur at the plan level, helping you standardize behavior, enforc...

This article explains how to configure the When a Date Passes trigger for Plan Automations in OnePlan.This trigger allows you to automatically run plan‑level actions after a specific date stored in a plan field has passed...

This article explains how to configure the When a Field Changes trigger for Plan Automations in OnePlan.This trigger allows you to automatically run plan‑level actions when the value of a selected plan‑level field changes...

This article explains how to configure the When a Process Step Changes trigger for Plan Automations in OnePlan.This trigger allows you to automatically run plan‑level actions when a plan moves to a different process step....

This article explains how to configure the When an Item Is Created trigger for Plan Automations in OnePlan.This trigger allows you to automatically run plan‑level actions when a new plan is created. It is commonly used to...

This article explains how to configure Filters for Plan Automations in OnePlan. Filters allow you to control when a plan automation should run by defining conditions based on plan‑level fields.What you will accomplishBy t...

This article explains how to configure the Send Notification action for Plan Automations in OnePlan. Use this action to send an email and in‑app notification to selected users when a plan automation is triggered.What you ...

This article explains how to configure the Update Plan action for Plan Automations in OnePlan. Use this action to automatically update one or more plan‑level fields when an automation is triggered, and to control which us...

This article explains how to configure the Reorganize Plan action for Plan Automations in OnePlan. Use this action to automatically move a plan to a new parent plan and change its plan type when an automation is triggered...

This article explains how to configure the Copy or Create Plan action for Plan Automations in OnePlan. Use this action to automatically create a new plan or copy an existing plan into a new plan of a specified plan type w...

This article explains how to configure the Approval Task Workflow action for Plan Automations in OnePlan. Use this action to initiate an approval workflow when a plan meets the trigger conditions defined in your automatio...

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...