This automation was built to ensure that created records actually get submitted. For example, let's say a user has created an audit, but failed to actually submit it to their leader. That user won't know they haven't done the right thing and the leader won't know they created it.

This automation can be used for all modules, but let's use the above example as a tutorial.

To set it up:

  1. Go to Settings > Automations

  2. Click [+Add] and select the module you'd like to set this up for. In this case "Audit"

  3. Assuming that your first workflow step is the default of "Draft", apply the following Rule set:

What you're saying here is a) The workflow step is STILL in draft, b) They have completed the template correctly and c) it's been 24 hours since they created it.

So in practice, this workflow WON'T fire if they've submitted it by changing the workflow state away from Draft. Therefore, if they've completed it and not sent it yet, then they won't get it!

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