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Automatically creating a works order for tagged line items

For when you only want to create Works Orders for internally manufactured items from a Job/Sales Order

Tag the items

1. Create an item tag to identify the items to be added to a new works order

2. Add the tag to the items either in the items' list or on the job/order

Create the automation

3. Set up the automation by clicking on the Cog

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

4. Click "Automations"

Settings sidebar with Automations highlighted, shown over the Rename Modules page listing module names and translations

5. Click "Order" or "Job" or whatever you have renamed it to

Automations settings page with the Order tab highlighted in the left list of document types below Quotation

6. Click "New Automation"

Automations settings with the Order tab selected and the New Automation button highlighted above the automations list

7. Give it a name

Edit Automation panel with the Name field highlighted, showing an inactive warning, Active checkbox and Trigger Type

8. Optionally, make it active and click "Save"

Edit Automation panel with Active toggle on and Trigger Type set to Status Changed, highlighting the Save button

Set the trigger status

9. Edit the trigger status

Automation panel with the edit icon highlighted on the More Conditions row where Status Is Equal To Draft

10. In this example, it will trigger on "Ready for Production"

Workflow trigger More Conditions with the Value dropdown open and "Ready for Production" highlighted for the Status condition

Add the works order action

11. Click here.

Automation More Conditions row (Status Is Equal To Ready for Production) with the checkmark button highlighted to save it

12. Click "Select New Action..."

Automation editor Actions section with the Select New Action dropdown highlighted, below a Status Ready for Production condition

13. Click "Create Works Order"

Automations Actions dropdown open under Select New Action, with Create Works Order highlighted in the list

14. Set the initial status for the works order

Edit Action dialog for Create Works Order with the Initial Status dropdown open and In Artwork highlighted

15. Set the pre-build to use

Edit Action dialog with the Works Order Pre-Build dropdown open and the T1000 - Standard option highlighted

16. Click the "All Line Items (Ignore Tags)" field.

Edit Action dialog for Create Works Order with the Line Items with Tags field highlighted, showing All Line Items (Ignore Tags)

17. Select the tag(s) to filter by. Only items with these tag(s) will be added to the new works order

Edit Action dialog for Create Works Order with the Line Items with Tags dropdown open and the MASTER tag highlighted

18. Click Save & Close

Edit Action dialog for Create Works Order with MASTER tag selected, highlighting the Save & Close button

Learn more: works orders in Zigaflow

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