After upgrading to the Elite plan, Standard Jobs can be converted to Workflow Jobs. This process is typically used when needing to bill another entity. Refer to Job Type Overview.
In this situation, we would recommend setting up a new Billing Job, used as the main job for the client. Refer to Create a Job. The current Standard Job could then be converted to a Workflow Job, a sub-job linked to the new Billing Job.
Standard Jobs can be converted to a Workflow Job:
- Individually from the Job Workspace. Refer to Converting a Standard Job to Workflow Job from the Job Workspace.
- In bulk, using Jobs Bulk Update. Refer to Jobs Bulk Update to Convert Standard Jobs to Workflow Jobs.
- Within an Automation step, using the Update Job step. Refer to Update Job Process Step to Convert Standard Jobs to Workflow Jobs.
Converting a Standard Job to Workflow Job from the Job Workspace
Standard Jobs can be converted to a Workflow Job on an individual Job basis.
- Open the Job Workspace by clicking on the Job in a Jobs list, for example from the Job - Summary tab. Refer to Job Summary.
The Job Type column can be filtered to easily display Standard Jobs only.
- Click the Edit Job icon.
- From the Type drop-down, select Workflow. A warning will be displayed that changing the Job Type cannot be reversed.
- In the Billing Job field, select the job to link the Workflow Job to. Billing Jobs for all clients in the Client Group will be displayed.
- Update any other fields as required.
- Click Save.
Jobs Bulk Update to Convert Standard Jobs to Workflow Jobs
Multiple Standard Jobs can be converted to Workflow Jobs using the Job Bulk Update function and selecting Type "Workflow". Refer to Jobs Bulk Update.
When performing a Jobs Bulk Update to convert a Standard Job to a Workflow Job, consider the Job Type selection in the list. Only Standard Jobs can be converted to Workflow Jobs.
When the Bulk Update has run successfully, the Job Activity will display the new Workflow Job number.
If a Billing Job or Workflow Job are selected in the List Filter and the Bulk Update is performed, a warning message will display in the Automation - History tab. Refer to the section View Completed Bulk Updates in the article Jobs Bulk Update.
Update Job Process Step to Convert Standard Jobs to Workflow Jobs
Multiple Standard Jobs can be converted to Workflow Jobs using the Update Job step in a process. Refer to Process Step Details - Creating and Updating Jobs.
When creating a process to convert Standard Jobs to Workflow Jobs, consider the Job Type selection in the List View Filter. Only Standard Jobs can be converted to Workflow Jobs.
If a Billing Job or Workflow Job are selected in the List Filter and the process is Run, a warning message will display in the Process - History tab. Refer to Process History and Activity.