How to automatically generate workorders when you update a tenancy status

Modified on Tue, 26 Mar 2024 at 09:06 AM

Often clients when updating a tenancy from prospective to approved or current to ending need to generate a job for an inventory clerk or cleaner. Arthur will allow for workorders to be automatically generated on request. Depending on the client's requirements the job can be added as a

  • Separate action
  • Embedded within a task created

  Go to automation>system trigger>tenancy status set to approved or ending

  

  Go to system trigger

  

Separate Action

Add action which is to create a workorder for a cleaner or inventory clerk can be created as a

  1. standalone workorder or
  2. embedded into the ending tenancy task you have created

In the example below its created as a standalone.  

   

  Action will list on status change

  

Within a task

Some clients may create a task to handle the status change and want the work order as part of the task

 

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