Creating an automation

Fill in the automation form: name, event, task type, automation type, rules and automation detail.

On Workflow › Automation, click New. The Create automation form opens.

Required permission:

• View automation
• Create automation

The form shows its fields one step at a time: pick the Event first, then what it watches (task type, data type or geofence group), then the Automation Type. Rules and Automation detail appear once the automation type is chosen.

1. Name: required. Use a unique, specific name so the automation is easy to tell apart in the list, for example “Create Pickup after Delivery”.
2. Event: required. What starts the automation. See Events below.
3. Task Type: required for the three task events. The automation runs only for tasks of this task type: with Delivery, a Pickup or Visit task never triggers it. The field changes with the event:
   • Task events (On Task Created, On Task Assigned, On Task Finished): Task Type.
   • On Data Source Created: Trigger Data Type, the data type whose new records start the automation.
   • On Geofence Entry and On Geofence Leave: Geofence Group.
   • Trip and routing events: no extra field.
4. Automation Type: required. What the automation does. Only the types the chosen event allows are offered. See Automation types below.
5. Rules: optional conditions. See Rules.
6. Automation detail: the settings of the chosen automation type, for example which task type to create and how to fill it. Each action has its own page.

Click Submit. The new automation appears in the list. Switch it on with its Active switch if it is off.

Events

The events are grouped by what they watch:

Group	Event	Runs when	Scoped by
Task	On Task Created	A task is created.	Task Type
	On Task Assigned	A task is assigned to a user.	Task Type
	On Task Finished	A task is finished.	Task Type
Location History	On Start Trip	A field worker starts a trip in the field app.	none
	On Finish Trip	A field worker finishes a trip.	none
	On Geofence Entry	A field worker enters a geofence and stays for its dwell time.	Geofence Group
	On Geofence Leave	A field worker leaves a geofence they had entered.	Geofence Group
Routing Result	On Routing Finished	Route optimization finishes.	none
	On Routing Dispatched	A routing result is dispatched.	none
Data	On Data Source Created	A data source record is created.	Trigger Data Type

Automation types

The list only offers the automation types that the chosen event allows. For On Task Created it offers Assign Task, Move Task, Create Task, Create and Assign Task, Webhook, Notification and Update Task. The full matrix is on the introduction.

The Event and the Automation Type cannot be changed after the automation is saved. To use a different event or type, create a new automation.