How to Configure a When an Item Is Created Trigger for Work Plan Automations in OnePlan

Direct Answer: How to Configure a When an Item Is Created Trigger for Work Plan Automations in OnePlan

To configure a When an Item Is Created 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 an Item Is Created, then select Update to save.

What This Article Covers: When an Item Is Created Trigger

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

What you will accomplish
By the end of this article, you will be able to configure a When an Item Is Created trigger, set the scope and work types, and save the trigger to automatically perform actions whenever new work items are added.

Before You Begin: When an Item Is Created 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 an Item Is Created 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 an Item Is Created Trigger in OnePlan

Task: Open the Trigger Editor

Open the Automations editor from a Work Plan (toolbar … → Automations).
Select Trigger within the automation flow.

The Edit Trigger panel opens on the right.

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 will activate the automation when a new work item is created.

Task: Select the Trigger Type

Select the When an Item Is Created trigger. The automation will fire when a work item of the selected Work Types is created in the Work Plan.

28JAN26_When an Item is Created Trigger Example.png

Task: Save the Trigger

Select Update to apply the trigger to the automation.

Frequently Asked Questions: When an Item Is Created Trigger

Q: Does the When an Item Is Created trigger fire for all work item types in OnePlan?
A: No. In OnePlan, the When an Item Is Created trigger fires only for work items matching the Work Types you select when configuring the trigger. If you select Task, only newly created tasks will trigger the automation.

Q: Can end users create a When an Item Is Created trigger with All Plans scope in OnePlan?
A: No. In OnePlan, the All Plans scope is only available to administrators. End users can configure Work Plan Automations with This Plan scope only.

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 item creation events.

What to Do Next: When an Item Is Created Trigger

Continue building your automation:

Review the full configuration process:

Work Plan Automations Configuration in OnePlan - Guided Workflow

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