Platform Automations: triggers, actions, and pipeline steps reference
Use this reference to understand every field you set when creating or editing a platform automation and its pipeline steps, which fields are required, and when a field cannot be changed.
Automation fields
Automation Name: a descriptive name for the automation. Required.
Trigger Type: the event that starts the automation, chosen from a category. Set at creation and read-only afterwards.
Enabled: turns the automation on or off. A disabled automation never runs.
Trigger-specific fields
These fields appear only for the triggers that use them:
When assigned to any of the Group(s): the groups that start the automation when a user is added to any of them. Used by group-based triggers.
When assigned to Team(s): the teams that start the automation when a user is added to any of them. Used by team-based triggers. Shown only when the Teams module is enabled.
Assign to Career and Career Category: the career path and category to assign. Required for the "User assigned to Group" trigger. Shown only when the Evaluation module is enabled.
Add to Groups / Groups to Remove: the groups a user gains or loses for triggers such as New User, Promoted to Team Manager, and Demoted from Team Manager.
Delay (in days): how many days after the user hire date to send the onboarding form. Required for the onboarding trigger and must be 0 or more.
Select Onboarding Form: the form to send. Required for the onboarding trigger.
Pipeline step fields
Pipeline triggers add steps under Pipeline Steps. Each step has a Step Type and a configuration that depends on that type. The available step types are Delay, Send Email, Push Notification, Add to Groups, Remove from Groups, and Assign Career. A trigger only offers the steps it allows.
Delay
Duration: how long to wait. Required, at least 1.
Unit: Seconds, Minutes, Hours, or Days. Required.
Relative to: an optional reference point offered by the trigger (for example, a deadline). Choose Not relative (absolute delay) to simply wait the duration.
Send Email
Recipient: who receives the email, chosen from the trigger's available recipients. Required.
Subject and Body: the content, written per language on the language tabs. The first (default) language is required.
Allowed variables: template variables you can insert into the recipient, subject, or body. They are replaced with real values when the email is sent.
Push Notification
Recipient: who receives the notification. Required.
Title and Notification Body: the content, written per language. The first (default) language is required.
Show in in-app notifications center: when on, the notification also appears in the user's in-app notifications center.
Linked content: an optional deep-link to an Article & News item, a Community, or a Form. Tapping the notification opens it in the app. Each option appears only when its module is enabled.
Add to Groups and Remove from Groups
Select groups: one or more groups to add the user to or remove the user from. At least one group is required.
Assign Career
Career: the career path to assign. Required.
Career Category: the category within the selected career. Required.
How validation works
Required fields are checked when you save. If a field is missing or invalid, complete the value shown next to it and save again. For email and push steps, if you edited the default language and left other languages blank, you are offered the option to copy the default language into the empty ones. You can review the finished automation any time in Automation Details, where the trigger, status, and pipeline steps are shown together.