Automations
An automation is a standing rule: when something happens on the board, do something else automatically. Every board has its own independent list of rules.
Two rules — one enabled, one disabled.
What it does, and where the data comes from
Automations open from the board toolbar's Automations button. Each rule pairs exactly one trigger with one action, and is named automatically from the two unless you give it your own name.
Triggers and actions
| Triggers | Actions |
|---|---|
| When status changes to … | Change status |
| When item is created | Move to group |
| Log notification |
"When status changes to …" fires when a row's status becomes the one you pick from this board's status list. "Change status" and "Move to group" both target this board's own statuses and groups — a group must exist before you can pick it as a target. "Log notification" records a message you write when the rule fires.
Rules fire on synced rows too
A rule applies to every row on the board, however that row got there — whether a person typed it in or a sync from Jira, GitHub or Azure DevOps created it. That includes the Jira sweep that marks vanished issues Deleted: as far as a rule is concerned "Deleted" is a status like any other, so a "when status changes to Deleted" rule fires there.
The reasoning is that a rule you wrote is an instruction, not a notification. If you asked Deckgauge to move every item that reaches Done, you meant every item — not only the ones moved by hand.
How to create and manage a rule
- + Add automation — opens the rule builder.
- Pick a trigger — "When status changes to …" (then choose the target status) or "When item is created".
- Pick an action — "Change status" (choose the target status), "Move to group" (choose the target group — required before saving), or "Log notification" (write the message).
- Save — the rule appears in the list, described in plain English as "trigger → action".
- Enable or disable — the toggle on each rule turns it on or off without deleting it.
- Delete — removes the rule entirely.
If it looks wrong
| Symptom | Cause | Fix |
|---|---|---|
| Save is blocked with "Please select a group" | "Move to group" was chosen with no group picked | Create a group on this board first, then select it |
| A rule never fires | It's disabled | Flip its toggle on |
| Trigger status list is empty | The board has no statuses configured yet | Add statuses first — see Board statuses |
| A "Move to group" action keeps getting undone on a GitHub board | The board source maps GitHub milestones onto groups, and that mapping re-asserts the group on every sync | Give the source an explicit target group, or drop the milestone-to-group mapping — a rule and a milestone map are two things claiming the same column |
| Hundreds of notifications right after connecting a source | The first sync creates every row, so "when item is created" fires per imported issue | Disable the rule for the first sync, then re-enable it |
| Status-change rules fired but nothing moved | A change to the board's status mapping rewrote the status on every affected row | Expected; the rows' underlying work did not change |
Related
- Board statuses and what they mean — the status list triggers and actions read from.
- Groups, rows and getting work onto a board — the groups a "Move to group" action targets.
Last updated