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An automation watches for a situation, such as an overdue work order or low stock, and acts on its own: it sends an email, a notification or a message to the right people. You find automations under Automations in the left sidebar.

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Create an automation

1

Start a new automation

Click Automations in the sidebar, then + Create Automation.
2

Basic information

Enter an Automation Name (required), such as “Overdue work order escalation”, and a Description. Keep Automation Active on. Disabled automations do not run.
3

Choose the trigger type

4

Set conditions

Build the rule: pick a field (such as Status), an operator (Equals, Not equals or In list) and a value.
5

Configure actions

Choose what happens. Click Add Email, Add Notification or Add Message. For each action, choose who receives it (Admins, Everyone Assigned or Custom Users) and when (Immediately, After 1 hour, After 6 hours or After 24 hours).
6

Save

Save the automation. It starts running when its conditions are met.
A good first automation: email the assigned person when a work order passes its due date, then escalate to the supervisor if it stays overdue.

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Manage automations

The Workflow Automations page shows how many automations are active, total executions and actions configured. For each automation you see its trigger, number of actions, how many times it has run and when it last ran.
  • Filter the list with All, Active, Inactive, Work Orders, Parts, Asset, PM or Purchase Request.
  • Use the switch on an automation to turn it on or off.
  • Click the pencil icon to edit it, or the bin icon to delete it.
  • Click View Logs to see what your automations have done.

Notifications

Workflows