Auto-apply Actions to tasks
When editing an Action group, the Auto-apply to tasks section provides options on how Actions can be automatically applied to all new tasks, or specific new tasks based on set conditions.
Default
If you check this box, this checklist will attach itself automatically to every created task going forward.
Conditions
(Quite a technical field! Please contact support if you have difficulties setting this up.)
Add conditions to help slim down the tasks that this Action automatically attaches to. You will need to pick from the valid conditions and know the Uptick ID of that option.
Actions can have the following conditions:
client, clientgroup, servicegroup, category, property, service, branch, routineservicetype, routineserviceleveltype
Condition format
The formatting to set conditions uses the following structure:
key: [1, 2, 3]
The key is one of the available conditions mentioned above, followed by a colon, then within the square brackets the ID numbers related to that key that can be added, with each ID number separated by a comma. It will look like the example below.
Note: You can set multiple conditions by having each one on a separate line.
category: [2]
servicegroup: [2, 3]
Example
To create a condition so the Actions will only appear on tasks for specific clients, type client[x] (where x is the ID number) in the Conditions field. You can have more than one ID number as long as they are separated by commas.
Click here to learn how to find a specific ID number.
Conditions can also be set as an exclusion by placing a not_ in front (i.e. setting the Action as Default, then setting the condition to not_client[x]) will apply to all tasks except that particular client.