What Is An Auto Update Rule?

An auto update rule will automatically update the status of a work order, or automatically add a new staff member to a work order when certain conditions are met based on the rule criteria.
For example, if you'd like to automatically assign a member from your billing department to a work order whenever the status of a work order is changed to "Open: Ready for Billing"-- you can make an auto update rule to complete this action for you.

To create an auto update rule, follow the steps below:
1.Click Settings
2.Under Automation, click Auto Update Rules
3.Click Add to create a new rule
4.Enter the rule criteria you would like to use, then give the rule a Name and click Save



Here's a video on how it works: 

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