Task Automation Rules give you the ability to create rules that will automatically generate tasks when trigger conditions are met. This allows you to create task workflows. Available triggers are outlined below.
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Sale Committed
- Inventory Sold
- Misc Sale Line Sold
- Care Plan Sold
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Inventory Change
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Customer Change
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Wish List Change
- Wish List Item Created
- Wish List Item Sold
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Repair Job Change
- Repair Created
- Repair Done
- Repair Pick Up
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Custom Job Change
- Custom Job Created
- Custom Job Done
- Custom Job Pick Up
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Special Order Change
- Special Order Created
- Special Order Ready
- Special Order Pick Up
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Appraisal Change
- Appraisal Created
- Appraisal Ready
- Appraisal Pick Up
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Many triggers include filters that let you specify additional criteria. For instance, the Inventory Sold trigger includes an item filter that allows you to set specific item parameters.
Click HERE for a collection of example rules.
Task Automation Rules are not compatible with Microsoft Access databases. You must be running a SQL database.