Task Automation Rules - The Edge

WHAT IT IS

Task Automation Rules give you the ability to create rules that will automatically generate tasks when trigger conditions are met.

WHAT IT DOES

They allow you to create task workflows. Available triggers include:

Sale Committed: Inventory Sold; Misc Sale Line Sold; Care Plan Sold
Inventory Change: Inventory Created
Customer Change: Customer Created
Wish List Change: Wish List Item Created; Wish List Item Sold
Repair Job Change: Repair Created; Repair Done; Repair Pick Up
Custom Job Change: Custom Job Created; Custom Job Done; Custom Job Pick Up
Special Order Change: Special Order Created; Special Order Ready; Special Order Pick Up
Appraisal Change: Appraisal Created; Appraisal Ready; Appraisal Pick Up

Many triggers include filters that let you specify additional criteria. For instance, the Inventory Sold trigger includes an item filter that allows you to set specific item parameters. See the end of this document for example rules.
Note: You must be running a SQL database to utilize Task Automation Rules; they are notcompatible with Microsoft Access.

HOW IT WORKS

To create a rule:

Click Administrative > Tasks → Automation Rules. The Automation Task Rules list will appear.
At the bottom, click Add Rule. This will open the Automated Tasks Wizard.
Enter a Name for this rule and click Next. Note if you are a multi-store user you will also need to choose a Store.
Choose the type of trigger and click Next.
Click the Triggers drop-down to see available triggers for this type. After selecting a trigger, use the drop-down below it to open the filter. The filter will vary depending on the type of trigger, e.g. Inventory Sold will include an item filter that lets you specify inventory criteria.
After defining criteria, click OK to save the filter and then click Next.
At the top of this window, choose the associate for this task. Assigned Associate will use the associate that triggered the rule. For example, if this is an Inventory Sold rule, Assigned Associate would be the person who rang out the transaction. Use Specific Associate if you always want to assign the task to the same person.
Use the bottom half of this window to specify whether you want this task to use a Due Date or Start Date, then choose how many days or months out you want that date to be. If using a Start Date, use the bottom field to specify how many days between Start and Due Date. Click Next when done.
Finally, enter the task details and Finish adding the rule.

EXPAND YOUR EDGE EDUCATION

Want to discover more about Task Automation Rules? Click the button below to launch our Edge User site and log-in to learn how to edit or delete existing rules, or to view examples. We even have a handy tip sheet. Then explore the rest of the site and empower your business through webinars, articles from The Edge Knowledgebase, or discussions with fellow Edge users.