Automation for Job Type change triggered by Job Status Change
We have different workflows for stages of our jobs. (for example Sale in progress, In Production, Work In Progess, Invoicing). We created different workflows so there isn't such a long Status tab (we have about 25 status total). We have to manually change the Job Type to get the next job type / statuses. Can we make it so that when we change the job status from job type "Sale in progess" / Status "sent to production" there is a automation that changes the Job Type to "In Production" / Status "sent to production" . This would allow for everything to stay automated and allow for a smooth workflow from start to finish.
Arnie Lawson
shared this idea
Not enough community interest.
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Sherri Simms
commented
I second Arnie's idea but for a different purpose... In order for the BOARDS to not have a job listed on more than one board at one time, the status of a job needs to only appear on one board. Currently to make a job only appear on one board at a time, we have to move the job card again after we move it (change it's status) to a new board. If the automation process allowed for us to create a status change based on a status entry, we could automatically have the job only appear on one board at a time. Currently JN automation only allows a status change option for changing the status of a contact. We need the option for jobs as well.