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Automation Events

Taylor Peine avatar
Written by Taylor Peine
Updated over 2 months ago

In order for an automation to run, there must be something that happens, or an event must take place.

  1. Click on the Add Automation button

  2. Input a Name

    1. Names must be unique

  3. Input a Description

  4. What kind of event are you looking to set up?

    1. Status Update: Automation occurs when a status has been updated

    2. Value Update: Automation occurs when a value has been updated

    3. Assignee Update: Automation occurs when an Assignee has been updated

    4. Document Creation: Automation occurs when a Document is created

      1. Does NOT trigger when documents are created via Automation

  5. When?

    1. Job: The automation will begin when the event occurs within a Job

    2. Task: The automation will begin when the event occurs within a Task

  6. In

    1. Select the Job Type being affected

  7. In

    1. Select the Task Type being affected

    (This secondary “In” field will only be displayed if the event occurs to a Task)

  8. Is

    1. Select the Field Type being affected

    (This field will only be displayed if the event is a Value Update)

  9. Click Create Event to create the Automation Event

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