- Help Center
- Automations
- Automation Recipes
How Do I Create an Automation To Automate a Workflow?
This Event-based Automation allows for the union of two workflows between different record types when a given condition is met.
For this example, the Status of the Work Order is used to change the Status of the parent Job.
Recipe:
- Choose the "Event based" trigger type
- Select the "Workflow" trigger record
- Choose when the record type is "Modified"
- Select +Add Condition
- If "Status" is "Completed" (Status names may vary depending on your Workflow)
- Check the box next to "Only if Status is modified"
- Check the radio for "Require all conditions to be true"
- Select +Add Action
- Choose the "Change Status (Parent Job)" Action
- Choose the appropriate Workflow Type and Status into which you wish to move the Job
- Save the Automation when you are finished