All Automations

Direct Answer: What Are Automations in OnePlan?Automations in OnePlan are configurable rules that detect events — such as a field change, a date passing, or a new item being created — and automatically perform defined act...

What Is Plan Automations vs. Work Plan Automations in OnePlan?OnePlan supports automation at two levels. Plan Automations operate on the plan itself, responding to plan-level events such as field changes, process step tra...

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 wheth...

Direct Answer: How to View and Manage Automation Run History in OnePlan To view automation run history in OnePlan, open the Automations editor, locate the automation you want to review, and select Run History from the Mo...

Direct Answer: How Resource Assignment Works for Automation Approval Tasks in OnePlanWhen approval teams and resources are assigned approval tasks through an automation in OnePlan, they are automatically added to the plan...