How To Add a Status Change Automation

If Status Change is selected as an automation, the record’s status will automatically update to the selected status.

1. Open Administration>System Administration>Workflow.
2. Click a workflow name.
3. Click the Actions tab at the top of the page.
4. Click the  (Edit icon) in the Icon Bar. 

Automation

1. Select Status Change from the dropdown menu.
2. Click the (Add icon) to add the automation.
3. Click Save.