Process Filter Details - Job Update

The Job Update filter is available when creating Custom Automation Processes that are configured with an Event Trigger, allowing practices to automate processes based on updates to particular Job fields in FYI. For example, when a job Partner changes, create a Task for the Manager to review other jobs in the group. 

Important Note: Consider reviewing automations that use the same Event filter and steps to avoid causing processes to loop. Refer to Process Trigger Details - Event.

Job Update Filter

To use the Filter - Job Update filter:

1. Set up a custom process with the Trigger - Event.
   
    
2. From the Process Details tab, click the edit icon next to Filter.
    
3. Select the Filter Type of Job Update.
   
    
4. From the On Update To drop-down, select a job field that will trigger the automation.
    
5. Click Save.

On Update To Fields

When Job Update is selected, the On Update To field must be configured to trigger the automation. The following fields can be selected. 

Important: Any changes to these fields, including the removal of the field, will trigger the automation to run.

On Update To Event Conditions

When selecting the event filter Update Job, the process is triggered by a change to the selected field. It does not check what the field was changed to.

To target a specific field change, use a Stop step and Look Up Job in the process. This ensures that the process only continues for the specific jobs required.

For example, to set up an Event to target Job States that change specifically to At Review:

1. Set up a custom process with Trigger - Event and Filter Type - Update Job.
    
2. Select State from the On Update To drop-down.
    
3. First, add a Stop step, with the following action and condition:
    
   1. Action: Stop when the field conditions are met.
   2. Condition
      • Field: Insert the merge field for State Name
      • Check: Equal to
      • Value: At Review
        
         
4. Click Save.
    
5. Then, add a  Look Up Job step that looks for Jobs in the At Review state.
    
6. Click Save.
    
7. Add any further steps to the process, as required.

Ensure that you test the process, before activating.