Troubleshooting transition program automation

Use this section to identify and resolve common issues that may occur when configuring or running Transition Program Automation.

  • Verify that the Case Template is active and correctly configured before using it in an automation.
  • Ensure that the Available for Automation check box is selected in the quick case template.
  • Review the Eligibility Group criteria to ensure it includes the appropriate audience.
  • Update the Eligibility Group configuration if needed to ensure the correct records are included.