Updating Job Partner or Job Manager

The following is an example of a custom process used to update the Job Partner or Job Manager in jobs with the Client Partner or Client Manager. This uses the Update Job step.

You will require a separate View and Automation for Job Partner and Job Manager.

Create a View or Determine the View to use

Determine the Jobs list view that selects the jobs you want to update, or create a new View.

• To update the Job Partner, filter Job Partner column to "Blank". Add the column Client Partner and save the new View.
• To update the Job Manager, filter Job Manager column to "Blank". Add the column Client Manager and save the new View.

Review the View to check this includes the Jobs you want to update the Job Partner or Job Manager for.

Add the Custom Process

1. In Automation - Processes, click Add Custom Process.
    
2. Add the Name of the Process, in this example this is "No Job Partner".
    
3. Select the Filter, Job - View Filter, and locate the custom view created, in this example the saved Job View "ZZ Data Integrity - No Job Partner".
    
4. If required, add any additional description of the process in the Description.
    
5. Update the Trigger to select "Schedule". In the example below, the process will run once daily.
   

Add the Update Job Step

1. Click Add Step and select Update Job.
2. At Partner, click the Merge Field Icon. The Merge Fields window will open.
3. Expand the Trigger Client Partner section and select User. The Merge Field will be inserted. Refer to Including Merge Fields in Automations.
   
   When the automation runs, the Job Partner will update to the relative Client Partner.
   
4. Click Save.

Testing a Custom Process

When setting up a Custom Process, it is very important to test it to ensure it is working as expected.

1. Click Test.
    
2. The Select Test pop-up displays a list of the jobs based on the filter that has been set up in the process.
    
3. From the Select Test window, search and select a specific job to run the test for.
    
4. Click Run Test.
    
5. Navigate to the job to check that the Job Partner has been updated.

Refer also to Testing Custom Processes.

Set the Status of the Process to "Active"

When you are ready, set the Status of the process to "Active".