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Automation Example: Create a Task and Assign Labor

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In this example, we will create an automation that assigns a labor crew to a task. 

NOTE: For this automation to work, you must place the labor crew field on the task setup and the laborers have to be within the labor crew.

  1. Click >Automation Manager.
  2. Click Create Automation.
  3. In the Search for Trigger screen, enter Task is created.
  4. Select Create or edit records after a task is created.
  5. Change the name of the automation to Labor Crew Assignments.
  6. Click the trigger to extend it.
  7. In the If field, select Labor Crew.
  8. In the Select Operator field, select Is Not Empty (Is Not Null).
  9. Drag the Loop Records block from the left side of the screen to the main workspace.
  10. In the extended trigger on the right side of the screen, change the title to Loop Labor.
  11. Change the Recordset to Labor.
  12. Set the first condition for the recordset to Labor Crew.
  13. Select Is from the next field.
  14. To the right of the next field, click   and change it to  .
  15. Select Labor Crew Trigger Record.
  16. Drag the Create Record block from the left panel into the workspace and nest it under the Loop Labor block.
  17. Name the block Create Assignment.
  18. Click on the Create Assignment block to activate it.
  19. In the right panel, change the title to Create Assignment.
  20. Change the Recordset to Task Assignment.
  21. For the Parent Record, select Task Record Trigger Record.
  22. In the Fields field, select Labor ID.
  23. Switch from   to .
  24. Select ID Loop Labor.
  25. Activate the automation by sliding the switch to the on position.
  26. Click Save.

NOTE: You must Activate and Save an automation in order for it to run. If you have a partially completed automation you won't want it to run, so you can save it without activating it. Later, when you complete it, you should Activate and Save it.

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