How to Configure a When a Field Changes Trigger for Work Plan Automations in OnePlan

Direct Answer: How to Configure a When a Field Changes Trigger for Work Plan Automations in OnePlan

To configure a When a Field Changes trigger for Work Plan Automations in OnePlan, open the Automations editor from a Work Plan, select Trigger, set the scope and work types, choose When a Field Changes, select the work item field to monitor, define the change condition, then select Update to save.

What This Article Covers: When a Field Changes Trigger

This article explains how to configure the When a Field Changes trigger for Work Plan Automations in OnePlan. This trigger launches the automation when the value of a selected work item field changes.

What you will accomplish
By the end of this article, you will be able to configure a When a Field Changes trigger, set the scope and work types, and define when the automation runs based on specific field value changes.

Before You Begin: When a Field Changes Trigger

Before you begin, make sure you have:

A OnePlan account with Licensed permissions (Basic, Professional, or Enterprise)
Contributor or Owner access to the plan

Note: Each automation can have only one trigger. If you need an automation to respond to multiple events, create separate automations — each with its own trigger.

Why This Matters: When a Field Changes Trigger

The scope of a Work Plan Automation in OnePlan determines which plans it applies to and depends on your global permissions:

This Plan (end users and administrators) — The automation applies only to the plan where it was created.
All Plans (administrators only) — The automation applies to all plans of the selected Plan Types.

Step-by-Step: Configuring a When a Field Changes Trigger in OnePlan

Task: Open the Trigger Editor

Open the Automations editor from a Work Plan (toolbar … → Automations).
In the automation flow, select Trigger.

The Edit Trigger panel opens on the right side of the screen.

29JAN26_Create Trigger for Automation.png

Task: Set the Scope

Select the Scope of the automation:
- This Plan (end users and administrators) — Applies only to the current plan.
- All Plans (administrators only) — Applies to all plans of the selected Plan Types.

Task: Select Work Types

Choose the Work Types (for example, Task, Risk) that the automation should apply to.

Task: Select the Trigger Type and Field

Select the When a Field Changes trigger.
In the Field field, select the work item field you want to monitor.

Task: Define the Change Condition

Once a field is selected, the Changes To condition appears.
Choose one of the following:
- Select a specific value to trigger the automation when the field changes to that value.
- Check Any Value to trigger the automation whenever the field value changes, regardless of what the new value is.

28JAN26_When a Field Changes Trigger Example.png

Task: Save the Trigger

Select Update to apply the trigger to the automation.

Frequently Asked Questions: When a Field Changes Trigger

Q: Can I monitor a plan-level field with the When a Field Changes trigger in Work Plan Automations in OnePlan?
A: No. The When a Field Changes trigger for Work Plan Automations in OnePlan monitors work item fields, not plan-level fields. If you need to respond to a plan-level field change, use a Plan Automation instead.

Q: Will the automation fire if the field is saved without a value change in OnePlan?
A: No. In OnePlan, the When a Field Changes trigger fires only when the field value actually changes. Saving a work item without changing the monitored field value does not trigger the automation.

Q: Can a Work Plan Automation have more than one trigger in OnePlan?
A: No. Each Work Plan Automation in OnePlan can have only one trigger. Create separate automations if you need to respond to multiple field changes.

What to Do Next: When a Field Changes Trigger

Continue building your automation:

Review the full configuration process:

Work Plan Automations Configuration in OnePlan - Guided Workflow

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