How to Create Task Item Triggers

Using our Automated Work Flows you can create Task Item Triggers to create Requests or Work Orders based upon your results. This way when your team is working on their Form Items and an item fails or a measurement reaches a certain amount we can automate this process for our team.

Automated Work Flows are a feature included in the Business Plus Plan. If your team is interested in learning more about our Business Plus plan, you can Contact Us.

Start with Automated Work Flows

[tip] Learn more about Automated Work Flows here! [/tip]

  1. Go to your Settings
  2. Select Automated Workflows
  3. Click Create New Workflow
  4. Name your Workflow
  5. Select your Work Flow Criteria
    • If Task is Updated
      • And then the Name is Equal To, Name Contains,  Value Equal To (Checklist Form Items), Value Contains, Number Value is greater than, Number Value is less than.
      • Then Create Work Order or Create Request

​Here is an example of a Workflow that created a new work order from a failed task item:

[tip] Learn more about Automated Work Flows here! [/tip]