Automation Examples
Explore examples of Automations in Layer, including automating tasks like work orders, confirmation emails, and Revit parameter syncs. Learn how to set default field values.
What are some examples of Automations in Layer?
Automate tedious tasks
Create a new preventative maintenance work order every 6 months
Send a confirmation email when an RFI is submitted
Set default values for fields
Revit Parameter Sync
Set default values for fields
You can use Automations to automatically assign values to a Field of an Element at the moment of the Element’s creation. This can be helpful in case you want an Element to have a Field set to a certain value, for example a survey’s Status Field to be set as Draft when a survey Element is created.
To set up an Automation like that:
Choose the Trigger
When an Element is Created
In the dropdown menu
Select A Categorychoose theRoom SurveyCategory.Choose the Action
Update an Element