Automation is available only to authorized employer application managers and may be kept in dry-run mode by the site.
- Open Automation and enter a rule name/reference.
- Choose the trigger and set the rule’s status.
- Add conditions using the displayed field/operator/value controls; every condition must match.
- Add an offered action and complete its required fields using authorized choices.
- Save the rule, then use Run dry test and review the recorded execution results.
- Review future executions and pause or edit the rule when its behavior is no longer wanted.
A dry test records a planned result without dispatching the actions. Actual dispatch also depends on the site’s execution mode, permissions and provider availability. Avoid advanced context fields unless you understand the supported values.
