Work Request Automation in DreamzCMMS lets you route and act on new requests automatically using simple IF / (optional) AND / THEN rules. Pick a trigger (e.g., request is created), add conditions (priority, category, assigned asset/location/user), and choose actions—auto-assign user/team/location/asset, set priority/category, send reminder emails, or create a work order. Enable the workflow to run in the background so every request is triaged consistently and fast, with a full audit trail.
Here is a reference video:
Step by step instructions to create a automation workflow rule
1. Select the Workflow Automation option from the left menu.
2. Click on the New Workflow button.
3. Add text as Work automation title.
4. From the If drop down select “Request is created”.
5. Add extra criteria from the And section.
Select value for Then as “Create work order”.
Click on Active checkbox
Click on Save button
As a result of creating a work request it will create a work order automatically.
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