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.
Create the automation
1. Click on the Cog
2. Click "Automations"
3. Click "Works Order"
4. Click "New Automation"
5. Give the automation a name and make it active
6. Click "Save"
Set the conditions
7. Update the comparison the required status (i.e. "Completed")
8. Click "Add"
9. Click here.
10. Click "Status of Siblings from Job"
11. Click "Is Equal To"
12. Select the status all the works orders must be in to allow the automation to fire
13. Tick to complete the edit
Choose the action
14. Select the action to fire
15. In this example, click "Change Related Job's Status"
16. Select the parent job/sales order's status to move to
17. Click "Save & Close"
18. Click "Save"
Learn more: automations in Zigaflow


















