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Automation Example: Create a Task and Assign Labor Crew

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

For this automation to work, you must create a labor crew and have laborers added as crew members.

Part 1: Create Automation With Patch Pavement Activity

  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. Drag the If Condition block from the left side of the screen to the main workspace.
  7. In the extended trigger on the right side of the screen, change the title to Pavement Patch.
  8. In the expression, select Asset Type Trigger Record.
  9. Select Is from the next field.
  10. Select Pavement for the asset type.
  11. Click on the + to add another expression.
  12. Select Activity Trigger Record.
  13. Select Is from the next field.
  14. Select Patch for the activity.

Part 2: Add Labor Crew Members and Save

  1. Drag the Loop Records block from the left panel into the workspace and nest it under the Pavement Patch condition block.
  2. In the extended trigger on the right side of the screen, change the title to Loop Labor Crew Members.
  3. Change the Recordset to Labor Crew Crew Members.
  4. Set the first condition for the recordset to Parent Labor Crew.
  5. Select Is from the next field.
  6. Select the desired labor crew.
  7. Drag the Create Record block from the left panel into the workspace and nest it under the Loop Labor Crew Members block.
  8. Name the block Create Assignment.
  9. Change the Recordset to Task Assignment.
  10. For the Parent Record, select Task Record Trigger Record.
  11. In the Fields field, select Labor ID.
  12. Make sure the automation_example%3A_calculate_quantity_on_a_record_iDefault.pngdisplays. Change from iLink_sm.png if necessary.
  13. Select Labor ID Loop Labor Crew Members.
  14. In the Fields field, select Labor Crew ID.
  15. Select the same labor crew selected in step 6.

This is done so the Task Assignments add the Labor Crew signifying a crew was used to add the laborers instead of an individual. This is optional.

  1. Activate the automation by sliding the switch to the on position.
  2. Click Save.
  3. Repeat steps 6-14 of part 1 and 1-15 of part 2 for additional activities, asset types, and labor crews assigned.

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.

Assign Labor Crew automation.png

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