Actions
| Action | What it does |
|---|---|
| Set priority to | Changes the priority. |
| Set status to | Open, Pending, On hold or Resolved. Closing is left to people and auto-close. |
| Add labels, Remove labels | Comma-separated labels. New labels are added to the label list. |
| Assign to | A person who can see every case in the rule's unit. |
| Assign in turn among agents of | Round robin among the active people placed directly in that unit (not in units below it). |
| Assign to the least busy agent of | The same people; the one with the fewest new and open cases. |
| Put in the queue of team | The case goes in that team's queue. |
| Assign in turn among members of team | Round robin among the team's active members who may work on cases in the case's unit. |
| Assign to the least busy member of team | The same people; the one with the fewest new and open cases. |
| Remove the assignee | Leaves the case unassigned. |
| Move to unit | The rule's unit or a unit below it. |
| Add an internal note | A note in Markdown that only your team sees. |
| Set case property | Gives a data property of the case a value, like Tier → Gold. Unique properties can't be set by a rule (every case would get the same value). The timeline says which rule did it. |
| Notify by email | The assignee (if nobody: the team whose queue it is in, or else the unit's agents), the agents of the case's unit, or a person. |
| Set the service to, Put in the queue of the service's support team, Notify the service's owner by email | With Service Configuration. Rules further down the list see the service a rule set. |
Plugins can add conditions and actions like these; while the plugin is off they aren't offered, saved ones don't match, and their actions are skipped.
Assigning only picks people who can see the case and may handle it; when a unit's agents are restricted by country, others are skipped. Notifications go only to people who may handle the case; when a unit has no agents, they go to the admins.
[!NOTE] If nobody fits, the case stays as it is and the rule's activity says why, for example "Nobody to assign: no active agent in that unit can see the case".