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Default Work Type

  • 12 March 2022
  • 2 replies
  • 34 views

Hey there,

I am integrated with practice ignition and I would like every default work type to be set as a certain status under my “Ready To Work” master list. However, it only lets me select a master type (Planned, Ready To Wortk, etc.) but I would like my default starting work to be “Waiting to be prepared.”

 

How do I do this?

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Best answer by max 12 March 2022, 20:52

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Userlevel 7
Badge +19

Hi @David Beck, welcome to the Karbon Community!

Are you talking about a setting within Practice Ignition where it will drop work into a main work status but not a sub-status? I don’t use the software, but if I’m understanding this correctly, you can accomplish your goal with a slightly complex string of automation triggers on the Karbon side.

Here’s a screenshot:

  1. This automation completes “Move work to sub-status” task when the work is dropped into the main heading “Ready to start”
  2. This automation moves the work to the sub-status “In Process - Prep” once all tasks in the section are complete (which will happen with automation 1)

Result: Your work automatically drops to the sub-status you prefer.

I just tested it and it works beautifully. 😀

You’ll have to set up your template with this little internal sequence.

Does that help at all?

Brilliant. THank you sir.

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