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Auto-move the parent job/sales order

When all the Works Orders from a Job/Sales Order are in the same status, move the linked Job/Sales Order

This explains how to set up an automation that will work when more than one Works Order (W/O) is linked with a Job/Sales Order, and therefore, you only want to move the job/sales order when all the W/Os are in the same status.
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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 in the left sidebar, Integration Settings page showing QuickBooks, Xero and Hyperext

3. Click "Works Order"

Settings page with module list open and Works Order highlighted below Feedback, Task and Ticket options

4. Click "New Automation"

Automations page with Quotation tab selected and the New Automation button highlighted above the automations list

5. Give the automation a name and make it active

Edit Automation panel with the Name field filled in and the green Active checkbox highlighted below it

6. Click "Save"

Edit Automation panel named Move Parent Job/Order with Status Changed trigger type, highlighting the Save button

Set the conditions

7. Update the comparison the required status (i.e. "Completed")

Workflow condition with Status Is Equal To and the Value dropdown open, highlighting the Completed status option

8. Click "Add"

Automation panel with the Add button highlighted under More Conditions, beside Delete this Condition and a Status condition

9. Click here.

More Conditions table with the empty Comparison Field dropdown highlighted above an existing Status Is Equal To Completed row

10. Click "Status of Siblings from Job"

Workflow condition Comparison Field dropdown open with the "Status of Siblings from Job" option highlighted

11. Click "Is Equal To"

More Conditions table with Comparison Type dropdown open and the Is Equal To option highlighted

12. Select the status all the works orders must be in to allow the automation to fire

Workflow condition row with Status of Siblings field set to Is Equal To, Value dropdown open and Completed highlighted

13. Tick to complete the edit

More Conditions table with Status of Siblings Is Equal To Completed row, tick button highlighted to save the edit

Choose the action

14. Select the action to fire

Workflow Actions section with the Select New Action dropdown arrow highlighted, below conditions requiring Completed status

15. In this example, click "Change Related Job's Status"

Workflow Actions dropdown open under Select New Action with "Change Related Job's Status" option highlighted

16. Select the parent job/sales order's status to move to

Edit Action dialog with Change to dropdown open under Change Related Job Status, Ready for Dispatch highlighted

17. Click "Save & Close"

Edit Action dialog for Change Related Job Status set to Delivered, with the Save & Close button highlighted

18. Click "Save"

Automation panel for Move Parent Job/Order with Status Changed trigger and two Completed conditions, Save button highlighted
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