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Real Time User Alerts

Hi All,

Using Work Orders in PM, is there a way to have the system automatically create a user alert or invoke some basic automation, based on the values put into fields when closing a Work Order?

When completing  Work Order, a technician will check a box marked 'Follow-up Required'. When the Planner is closing the Work Order, I want either:

a) An alert to pop-up and tell the user that a child work order should be created

b) Automatically create the child work order.

Thank you for the help.


Former Member
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