Work Plan Automations - Configure an Update Work Item Action

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 Update Work Item action in Work Plan automations.
The Update Work Item action updates selected Work Item fields to set values when the automation is triggered.

How to Configure the Send Notification Action

1. Click Add Automation Action > Select Update Work Item from the drop-down. The Edit Update Work Item panel will open on the right.
2. Complete the form.
   • Assigned To: Select a recipient type from the drop-down. Options include:
     • Plan Field = Select a plan‑level user field. Any user assigned to that field will receive the notification.
       
     • Work Field = Select a work‑level user field. Any user assigned to that field will receive the notification.
       
     • Shared-With Level = Choose one or more Share-With permission levels. All users with the selected level(s) will receive the notification.
       
     • Specific User = Select one or more individual users to receive the notification.
       
     • Specific Team = Select one or more resource teams to receive the notification.
       
   • Update Work Item Field: Add the Work Fields you want to update and set the values you want to update the fields to.
     • Field = Choose the field you want to set.

     • Value = Enter the value you want applied. You may add multiple fields using Add Field.

       

3. Click Update to save the automation.

Next Steps

If you’re finished configuring your automation, click Save to finalize it.
If you want to extend your automation, you can add additional actions. While there’s no strict limit on how many actions you can include, we recommend keeping the number manageable to maintain optimal performance. Explore the other available action types to continue building out your automation.

• Configure an Approval Task Workflow Action for a Work Plan Automation
• Configure a Send Notification Action for Work Plan Automations
• Configure a Copy or Create Work Item Action for Work Plan Automations
• Configure a Request Update Action for Work Plan Automations