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Auto-move the parent job/sales order on receipt

Even if you have multiple PO's from a Job/Sales Order, this automation will move the linked Job/Sales Order when the PO is received

This explains how to set up an automation that will work when more than one PO is linked with a Job/Sales Order, and therefore, you only want to move the sales order after all the POs have been received.

Create the automation

1. Click on the Cog

Zigaflow dashboard with the settings cog icon highlighted in the top-right toolbar, next to the notifications bell

2. Click "Automations"

Settings menu with Automations highlighted, opening the Automations panel showing the Quotation tab and New Automation button

3. Click "Purchase Order"

Automations settings page with the Purchase Order tab highlighted in the record type list below Quotation and Job

4. Click "New Automation"

Automations settings with the Purchase Order tab selected and the New Automation button highlighted

5. Give the automation a name and make it active

Edit Automation panel with the Name field filled in and the Active checkbox highlighted below it, with an inactive warning above

6. Click "Save"

Edit Automation panel with name All POs Received, trigger type Status Changed, and the Save button highlighted

Set the trigger conditions

7. Edit the first condition so the automation is triggered when the PO's status is your 'Received' status.

Automation condition row with the Status Value dropdown open, cursor selecting the Received status below Supplier Dispatched

8. Tick to approve the edit

More Conditions row set to Status Is Equal To Received, with the checkmark button highlighted to confirm the edit

9. Click "Add"

Automation panel with the Add button highlighted under More Conditions, above a Status Is Equal To condition row

10. Click here.

Workflow More Conditions table with the empty Comparison Field dropdown highlighted above the Status Is Equal To Received row

11. Click "Status of Siblings from Job" (or from "Sales Order", etc.)

Comparison Field dropdown open in workflow conditions, with "Status of Siblings from" option highlighted for selection

12. Set to "Is Equal To"

Workflow More Conditions panel with the Comparison Type dropdown open and the "Is Equal To" option highlighted

13. Select "Received"

Workflow condition row with Status of Siblings Is Equal To, Value dropdown open and the Received option highlighted

14. Tick to confirm the edit

More Conditions table with a new row set to Status of Siblings, Is Equal To, Received, and its tick button highlighted to confirm

Add the status change action

15. Select the action to fire when these conditions have been satisfied

Workflow Actions section with the Select New Action dropdown arrow highlighted, below conditions for Status equal to Received

16. Click "Change Related Job's Status"

Workflow Actions dropdown open with "Change Related Job's Status" highlighted below Change Purchase Order Status

17. Select the appropriate status for your business

Edit Action dialog with the Change to dropdown open under Change Related Job Status, highlighting All PO's Received

18. Click "Save & Close"

Edit Action dialog with Change Related Job Status set to All PO's Received and the Save & Close button highlighted

19. Click "Save"

Edit Automation panel for "All POs Received" with Status Changed trigger, highlighting the Save button
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