How to use automation to create a workorder based on a certificate expiring

Modified on Tue, 26 Mar at 9:01 AM

Often clients may want Arthur to generate an automated work order on their behalf based on a certificate expiring. In this example below, we will look at a certificate expiring in 30 days and the creation of the work order. To do this, we advise using custom triggers. This ensures clients remain compliant and save time

Step 1 Go to automation

Step 2 Create custom trigger

Step 3

Step 4

Step 5 Add action in this case a workorder

Start date is how long from the creation of the work order do you want them to start Due date is how many days from the start date do you want it done. In this example, i have chosen a random 15 days meaning I want it done two weeks before the end date of the current certificate expiring