This article describes the operation of the specific automation ''When activity is added to a card, assign someone as a resource''.
Are you looking for an explanation of what automation is and where to set it? Feel free to look in the article: How Automation Works?
How does this automation work?
With the automation''When activity is added to a card, assign someone as a resource'' you can ensure that by default an employee or machine is assigned to a card when you have entered a certain activity.
This automation is very useful when you have, for example, 1 machine that always performs the same specific activity.
The parameters you set are activities and resources. For activities, you choose which activity of your scheduling board the automation applies to, and for someone you choose which resource will be added by default to cards with the previously selected activity.
A production company has a welding activity, for which they always use the same welding robot. So you want this machine to be automatically added to cards where the Welding activity has been added.
You then set that for cards created with the Welding activity, the resource Welding Robot is automatically added.
Tip: This automation works nicely together with other automations, such as Automatically add activity when card is created in a stage.