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.

Zach Soflin

Sep 24, 2024

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:

  1. Choose the Trigger When an Element is Created

  2. In the dropdown menu Select A Category choose the Room Survey Category.

  3. Choose the Action Update an Element