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Automation Example: Guided Trigger

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This is a guided trigger, meaning most of the blocks are already filled out, verify that it is what you want to do.

  1. Click  >Automation Manager.
  2. Click Create Automation.
  3. In the Search for Trigger field, set work order priority.
  4. Select the trigger, Set a work order priority equal to the highest priority associated open task.
  5. Click the trigger After a task is completed.
  6. In Select Field, select Status.
  7. In the Select Operator field, select Is.
  8. In the next field, select Completed.

This is a guided trigger, so the blocks are already in the Actions section. Most of what we will need to do for this automation is make sure the settings match the instructions.

  1. Click the block titled Task is associated to a Work Order.
  2. The Expression is already filled in; verify these settings:

Work Order Trigger Record Is Not Empty (Is Not Null).

  1. Click the Get the associated Work Order block.
  2. Verify the selected record is Work Order Trigger Record.
  3. Click the The open Tasks with important priority for the Associated Work Order block.
  4. Verify the following properties:

The Aggregate is Count, and the Recordset is Task.
The filter settings are Work Order Is Work Order Trigger Record
AND
Priority Is Important
AND
Status Is Not Completed
AND
Status Is Not Canceled.

  1. Click the There are important priority tasks block.
  2. Verify the Expression is The open Tasks with important priority Is Greater Than (>) 0.
  3. Click the Set priority to important block.
  4. Verify the Record Source is Get the Associated Work Order and the Priority is Important.
  5. Click the Save Record block to activate it.
  6. Verify the Record Source is Get the associated Work Order.

NOTE: The automation has been set so that if the priority is not high, the automation will search for the next level of priority. 

  1. Click on The open Tasks with high priority for the associated Work Order block to activate it.
  2. Verify the following properties:

The Aggregate is Count, and the Recordset is Task.
The filter settings are Work Order Is Work Order Trigger Record
AND
Priority Is High
AND
Status Is Not Completed
AND
Status Is Not Canceled.

  1. Click the There are high priority Tasks but no important priority tasks block to activate it.
  2. Verify the Expression:

The open Tasks with important priority for the associated Work Order Is (=) 0
AND
The open tasks with High priority for the associated Work Order Is Greater than (>) 0.

  1. Click on the Set priority to high block to activate it.
  2. Verify the Record Source is Get the associated Work Order and the Priority is High.
  3. Click The open Tasks with medium priority for the associated Work Order block to activate it.
  4. Verify the following settings:

The Aggregate is Count, and the Recordset is Task.
The filter settings are Work Order Is Work Order Trigger Record
AND
Priority Is Medium
AND
Status Is Not Completed
AND
Status Is Not Canceled.

  1. Select the final If block There are medium priority Tasks but no important or high priority Tasks.
  2. Verify the following expressions are selected:

If The open tasks with important priority Is (=) 0
AND
The open Tasks with high priority for the associated Work Order Is (=) 0
AND
The open Tasks with medium priority for the associated Work Order Is Greater Than (>) 0.

  1. Click the Set priority to medium block to activate it.
  2. Verify the Record Source is Get the associated Work Order and the Priority is Medium.
  3. Verify there is a Save Record block.

Ordinarily, you should change the name of the automation. This automation already has a descriptive name, so you do not need to change it. The automation should be activated and saved.

  1. Turn on the automation by sliding the switch to the on position.
  2. Click Save.