ResNet Dashboard Overview
Welcome to ResNet! In this module, we’ll walk through setting up a workflow that automatically creates an issue whenever a form is submitted. This is useful for automating service requests, work orders, and other field operations.
Let’s get started!
Step 1: Setting the Trigger for Form Submission
Navigating to the Workflow Editor
First, we need to define the trigger event. Since this workflow runs whenever a form is submitted:
First, we need to define the trigger event. Since this workflow runs whenever a form is submitted:
- Select Form Submitted as the trigger.
- Connect it to ResNet—this connection is pre-configured, so you’re all set!
Now, anytime a specified form is submitted, this workflow will activate.
Step 2: Filtering for a Specific Form
Adding a Branch Component
Next, we’ll filter for a specific form type.
Next, we’ll filter for a specific form type.
- Add a Branch Component to filter incoming submissions.
- Use the Form Name field from the trigger to specify the form you want to track.
For example, if we’re automating service requests, we filter the workflow to only trigger when that form is submitted.
Step 3: Retrieving Additional Details
Adding a Data Lookup Component
In some cases, we may want to retrieve extra details before creating the issue.
- If the issue needs to be linked to a specific campaign, we can pull campaign details here.
- We can also filter assignments, such as always assigning issues from Service Request forms to a particular team member.
For example, we can automatically assign all service requests to Alberto by filtering for a specific user.
Step 4: Assigning the Issue
Screen Recording: Mapping the Assigned User
Now, let’s assign the issue to the correct person.
Now, let’s assign the issue to the correct person.
- We can pull user details directly from the form submission, such as a Foreman field.
- Or, we can retrieve a user’s ResNet account details and assign the issue to a predefined user—like assigning all service requests to a specific manager.
To do this, we fetch the User ID from the ResNet database and reference it when creating the issue.
Step 5: Creating the Issue in ResNet
Configuring the Create Issue Step
Now, we’ll create the issue and link it to the correct asset and person.
Now, we’ll create the issue and link it to the correct asset and person.
- Add the Create Issue Component.
- Set a custom issue title, such as “Automated Issue from Service Request Form”.
- Assign the issue to:
-
- The user specified in the form OR
- A predefined team member
- Link the issue to the relevant asset based on form input.
Once configured, every form submission will generate a structured issue in ResNet without manual intervention.
Recap & Next Steps
That’s it! You’ve successfully set up a workflow that automates issue creation based on form submissions.
✅ Triggers on form submission
✅ Filters for specific forms
✅ Assigns issues automatically
✅ Links issues to assets and users
✅ Filters for specific forms
✅ Assigns issues automatically
✅ Links issues to assets and users
Need more help? Check out our support documentation or reach out to our team. Happy automating!