Task automation

Users can automatically manage task sequences by building workflows using a

task metadata iSheet

to:

The following task metadata iSheet fields can be updated from an Update iSheet record action:

Navigate to

Site admin

>

Workflow

>

Rule builder

:

The

Rule builder

screen will be displayed:

You can either select an existing workflow or create a new workflow. Once the workflow that you wish to add the rule to exists, click it to display that workflow.

Within the

Workflow

screen, either

add

a new rule or

edit

an existing rule. Within the

Add/Edit rule

screen, navigate to the

Triggers

screen.

Using the process described above, we will show you how to build this rule to automatically update the status and list for a task.

This example shows that when an iSheet record is updated and the attachment column changes and is not left blank, the action will be performed.

Select

Save and Continue

to display the

Actions

tab. Your Actions tab should look like the following:

This action is set up to ensure that when the rule is triggered, the triggering task's status will be set to complete. You can set the status to change to any one of the default or custom statuses.

Using this rule, you can also choose to update the List column, where the list column can be updated from a selection of lists available within the site.

Select

Save

to save your changes and create your workflow rules.

Using the process described in Configuring the rule, we will now show you how to build the rule, to be able to automatically update the assignee information and the dates.

This example shows that when an iSheet record is updated and the List column changes, the action will be performed.

Select

Save and Continue

to display the

Actions

tab.

This action is set up to ensure that when the rule is triggered, the assignee column and the due date column will both be automatically updated. The Assignee column can be updated with a variable, (either a system-generated assignee in the Created by or Modified by fields, or an assignee in a user lookup column), an individual or a Site group. The Start/Due date columns can be updated with a variable e.g. in the image above you will see that the Due date column is to be updated with the Modified date variable plus 5 days, ignoring weekends in that calculation.

Select

Save

to save your changes and create your workflow rules.