How do I create an Automation to Change the Status of a Work Order and create a Task?

This Time-based Automation will change a Work Order's Status as well as create a Task after the Work Order has been in that Status for a certain number of days.

Recipe:

  1. Choose the "Time based" trigger type
  2. Select the "Work Order" trigger record
  3. Run this automation: "X" (Where X is the amount of time in Minutes, Hours, Days, Weeks, Months, or Years) "After" "Date Status Changed"
  4. Select +Add Condition
    1. If "Type" is equal to "Roof" (Workflow Types vary depending on your settings)
  5. Select +Add Condition again
    1. If "Status" is equal to "Assigned" (Status names may vary depending on your Workflow)
  6. Check the radial for "Require all conditions to be true"
  7. Select +Add Action
  8. Choose the "Create Task" Action
  9. Create your Task and choose the assignees, then click "Save"
  10. Select +Add Action again
  11. Choose the "Change Status" Action
  12. Select the appropriate Workflow Type and Status into which you want the Work Order to move.
  13. Save the Rule when you are finished

    Automations Time - Recipe 06  

     

    Check out this Webinar episode for more Work Order Automation tips and tricks!