Work Plan Automations - Configure a When an Item is Created Trigger

Requirements

Global Permissions: Licensed
Plan Share With Permissions: Contributor, Owner
See OnePlan Plan Permission Hierarchy or more details.

Purpose

This article explains how to configure the When an item is created trigger for OnePlan Work Plan Automations.
The When an Item is Created trigger launches an automation whenever a new work item—of the selected Work Types—is created in the Work Plan.

Use this trigger to automatically perform actions (notifications, updates, approvals, etc.) whenever new work items are added.

Configure the When an Item is Created Trigger

This determines what changes in the Work Plan will launch the automation into action.

1. Click Trigger within the automation flow. The Edit Trigger panel opens on the right.
   
2. Select the Scope of the automation. Options here will depend on your Global permissions. Options include:
   • This Plan (End user and admins) =The automation applies only to the plan listed in the Plan Name field.
     
   • All Plans (Admins only) = The automation applies to all plans of the selected Plan Types.
     
3. Choose the Work Types (e.g., Task, Risk) that will activate the automation when a new work item is created.
4. Select the When an item is created trigger. The automation will trigger when a work item of the selected Work Types is created in the Work Plan.
5. Click Update to apply your changes to the automation.
   

Next Steps

After configuring your trigger, you can do any of the following. Select what you would like to do next:

• Setup Filters for the automation
• Add a Send Notification Action
• Add a Copy / Create Work Item Action
• Add a Request Update Action
• Add an Update Work Item Action
• Add an Approval Task Workflow Action