Client Property Field Creates Conditional Work Orders/Work Flows
live
Ryan Lock
When Project Property = Permit Yes then create Work Order "Submit Permit"
When Project Property = Permit No then don't include work order
Currently we are putting all of the conditional work orders that only come up on x% of jobs for all jobs. It is overwhelming and cluttering the job and tasks for our team.
Max Kazakov
marked this post as
live
Folks, this is now possible via "Project property updated" Automation Trigger & "Create work order" Action!
K
Keaton Garner
I agree. If we could have an Automation with a Work Order related Trigger that gave a Property related Action, this would be great. Then Ryan would be able to have a Work Order change his Permit Property, which triggers a "Project property updated" automation to create a new work order for him.
Ryan Lock
Keaton Garner I was meaning to use this inversely where if a project property were "YES" then create a specific work order.
We have a 50/50 Permit vs No Permit ratio so half of our jobs have an entirely different workflow. I'm wanting to use this as a "Build a Workflow" feature that would be different for every job based on the nuances.
This is my solve to get around not being able to have multiple workflow data into a smartview, while not overloading one workflow with all of the possible nuanced steps in a project.
K
Keaton Garner
Hey, Ryan! I'm curious, are you guys manually modifying the Permit Project Property? Or is this property modified with an automation?