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Step-by-step guide
Go into Modules.
Open the Module that you want to add the automation for.
Go into the Workflows tab.
Navigate into the Users Actions by selecting Next or selecting the Actions tab.
Add a new Action to be used with the automation. In this case it is named Auto Complete.
Select the Start States. These are the states the automation will work for.
Set the End State in this example Competed.
Set the Permissions. By giving just Tenant Admin role permissions the other roles will not see the new state that is only needed by the automation.
Select the Conditions tab.
Then, select SQL Where Clause option.
In the Expression field enter the logic for when the automation can be performed. Here is an example –
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22. On the General Tab you will need to select Enabled and Update to finalize the setup.
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