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Users: Not Available: All users Available: FYI Admins or User Group permissions
Practice Management Source: Available: All sources
The New Job filter is available when creating Custom Automation Processes that are configured with an Event Trigger, allowing practices to automate processes when a new job is created in FYI. For example, when a new job is created, a task is created to review the job details to ensure all details have been set up correctly.
Important Note: Consider reviewing automations that use the same Event filter and steps to avoid causing processes to loop. Refer to Progress Trigger Details - Event.
New Job Filter
When selected, the process steps will run when any new job is added to the platform.
To use the Filter - New Job:
- Set up a custom process with the Trigger - Event.
- From the Process Details tab, click the edit icon next to Filter.
- Select the Filter Type of New Job.
Note: This filter does not require additional fields to be selected, as the automation will run for every new job created.
- Click Save.