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.
Sale Committed
Inventory Sold
Misc Sale Line Sold
Care Plan Sold
Inventory Returned
Trade In Taken |
Inventory Change
Inventory Created |
Customer Change
Customer Created |
Wish List Change
Wish List Item Created
Wish List Item Sold |
Repair Job Change
Repair Created
Repair Done
Repair Pick Up |
Custom Job Change
Custom Job Created
Custom Job Done
Custom Job Pick Up |
Special Order Change
Special Order Created
Special Order Ready
Special Order Pick Up |
Appraisal Change
Appraisal Created
Appraisal Ready
Appraisal Pick Up |
Blind Counts
Blind Count Created |
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.
For some ideas on how you can use this feature: Automated Tasks - Examples