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In this example, we'll set up an automation to prompt users to fill in the odometer reading before completing an equipment task, if the user hasn't already done so.
- Click >Automation Manager.
- Click Create Automation.
- Search for Task verify.
- Select Verify or perform a calculation before a task is saved.
- In the Properties panel, select If Asset Type.
- In the Operator field, select Is.
- Select Equipment.
- Click .
- Set the AND filters to Status, Is, and Completed.
- Drag the Error message block to the Actions section.
- Drag the If condition block to the Actions section and nested it in the Error message block.
- Click on the If condition block to activate it.
- In the Title field, select If Usage.
- In the Is field, select Is Empty (is null)
- Select the Usage block to activate it.
- Set its properties Title to Usage Cannot be Null.
- Enter the text of the error message: When completing equipment task, usage field is required.
To finalize the automation, we need to give it a descriptive name that's different than the default name, activate it, and save it.
- Change the name to Change the odometer.
- Activate the automation by turning on the switch next to the title.
- Click Save.