Creating Automations - the difference between settings and the automation "button"

Danielle Wilson

Hello,

I am setting up some automation rules and I went to the Automation button in the top right. I see three rules I set up for our overall space. However when I go to the Settings / Automation I see additional automation rules that other admins have set up.

1) What is the difference between these two places to create automation rules

2) Why do they act differently when setting up the rule?

For example, I want to create an automation rule where a custom item task type workflow change triggers a comment.  I can set this up from the top right automation button and select custom item types. But none of these three rules are shown in the overall Automation rules our company has set up through settings?

Mike Fank

@Danielle Wilson - the 2 different locations are (1) Space Level and (2) account level. They differ in permissions and access. 

The space-level automations automate actions in 1 space. Account-level ones can automate items across the entire account, but can only be accessed by account admins. Space-level automations allow more users to automate tasks they are working on without having to make them entire account admins. 

Because the account-level are more general rules, they don't apply to specific item types only the general project and task item types. Space-level can be more specific. 

Here's Wrike's write-up on the differences: 

https://help.wrike.com/hc/en-us/articles/14931101768599-Automation-in-Spaces-and-on-Account-Level