Automate Process Steps from Asset Layouts

We want the ability to automatically generate process steps based on assets created within a specific Asset Layout. This would allow for automation when setting up workstations or other repeatable processes, reducing manual input and ensuring consistency.

Feature Requirements:

Toggleable Setting – Enable or disable this automation per client.

Selection Menu – Choose which Asset Layouts will trigger process creation.

Process Selection – Ability to map Asset Layouts to specific processes.

Flow Overview:

Step 1: Create an asset within a selected Asset Layout.

Step 2: The asset’s fields become steps in a process checklist.

Step 3: Technicians can check off each step as they complete them.

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Status

In Review

Board

Core Web App

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