Automation Manager
- Automation Examples
- Automation Example: Calculate Quantity on a Record
- Automation Example: Create a Follow-Up Task
- Automation Example: Create a Task and Assign Labor
- Automation Example: Create Record
- Automation Example: Display Error Message if Attempting to Create a Task on a Retired Asset
- Automation Example: Display Error Message When Completing a Task if Cost of Other Logs Is Too High
- Automation Example: Guided Trigger
- Automation Example: Require Usage Field on Task Completion
- Automation Example: Send Notification When a Task Is Completed With No Cost
- Automation Example: Send Notification When a Task Is Created by Supervisor
- Automation Example: Setup Email Notifications to Supervisor
- Automation Example: Setup Loop
- Automation Example: Update Record
- Automation Example: Update the Expires On Field for Labor Rates
- Automation Example: Use Shared Locations
- Setup Automations
- Setup Aggregate Action in Automation Manager
- Setup Conditions in Automation Manager
- Setup Create Record Action in Automation Manager
- Setup Create Task Action in Automation Manager
- Setup Email Notifications in Automation Manager
- Setup Email Notifications to Assignments in Automation Manager
- Setup Email Notifications to Requesters in Automation Manager
- Setup Error Message Action in Automation Manager
- Setup Error Message Action in Automation Manager Example
- Setup Get Record Action in Automation Manager
- Setup Loop Action in Automation Manager
- Setup Save Record Action in Automation Manager
- Setup Set Fields Action in Automation Manager
- Setup Update Record Action in Automation Manager