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      Workflow Automation Samples

      Workflow Automation is a very powerful and flexible tool that can help turn the TMS into a superpowered engine designed for optimization and efficiency. Here are a few examples of Workflow Automation in action.

      📜 Workflow Automation Samples 

      This document details some workflow automation examples that can be used to streamline your operations. These are designed to help give you ideas and a framework for creating custom workflow automations. 

      To understand how to create workflows, please visit the Workflow Automation Page. 

      1. Workflow: 75% Credit Workflow

      • Purpose: Automated credit limit checks; alerts staff and manages assignments based on credit usage thresholds.
      • Trigger: Shipment Created
      • Filters:
        • Shipment Type Filter (Type 16):  Allowed Values: LTL,Truckload
        • Open Credit Limit Filter (Type 35): Condition: DecimalEquals of 25 |  Allowed Values:
      • Actions:
        • Add Assignment with Message Action (Type 18): Assignment Target: 'SalesRep'
        • Add Alert Action (Type 12): Assignment Target: 'None'

      2. Workflow: 90% Credit Workflow

      • Purpose: Automated credit limit checks; alerts staff and manages assignments based on credit usage thresholds.
      • Trigger: Shipment Created
      • Filters:
        • Shipment Type Filter (Type 16):  Allowed Values: LTL,Truckload
        • Open Credit Limit Filter (Type 35): Condition: DecimalEquals of 10 |  Allowed Values:
      • Actions:
        • Add Assignment with Message Action (Type 18): Assignment Target: 'SalesRep'
        • Add Alert Action (Type 12): Assignment Target: 'None'

      3. Workflow: Assign Customer Sales

      • Purpose: Assigns/resolves sales tasks to the appropriate team (Customer Sales or Carrier Sales) for follow-up.
      • Trigger: Shipment Created
      • Filters:
        • Status Filter (Type 3):  Allowed Values: Quote
        • Customer Filter (Type 1):  Allowed Values:
        • Shipment Type Filter (Type 16):  Allowed Values: Truckload,LTL
      • Actions:
        • Add Assignment Action (Type 14): Assignment Target: 'None'
        • Add Assignment Action (Type 14): Assignment Target: 'None'

      4. Workflow: Resolve Customer Sales

      • Purpose: Assigns/resolves sales tasks to the appropriate team (Customer Sales or Carrier Sales) for follow-up.
      • Trigger: Shipment Status Updated
      • Filters:
        • Customer Filter (Type 1):  Allowed Values:
        • Status Filter (Type 3):  Allowed Values: Committed,Dispatched,Ready,Sent
      • Actions:
        • Resolve Assignment Action (Type 15): Assignment Target: 'None'

      5. Workflow: Assign Appointment Team Delivery

      • Purpose: Manages assignments for the Appointment Team related to pickup, delivery, or combined scheduling.
      • Trigger: Shipment Alert Added
      • Filters:
        • Alert Filter (Type 4):  Allowed Values: 8
        • Status Filter (Type 3):  Allowed Values: Committed,Ready
        • Customer Filter (Type 1):  Allowed Values:
        • Shipment Type Filter (Type 16):  Allowed Values: Truckload
      • Actions:
        • Add Assignment Action (Type 14): Assignment Target: 'None'

      6. Workflow: Assign Appointment Team Pickup

      • Purpose: Manages assignments for the Appointment Team related to pickup, delivery, or combined scheduling.
      • Trigger: Shipment Alert Added
      • Filters:
        • Customer Filter (Type 1):  Allowed Values:
        • Status Filter (Type 3):  Allowed Values: Committed,Ready
        • Shipment Type Filter (Type 16):  Allowed Values: Truckload
        • Alert Filter (Type 4):  Allowed Values: 12
      • Actions:
        • Add Assignment Action (Type 14): Assignment Target: 'None'

      7. Workflow: Assign Appointment Team Pickup/ Delivery

      • Purpose: Manages assignments for the Appointment Team related to pickup, delivery, or combined scheduling.
      • Trigger: Shipment Alert Added
      • Filters:
        • Customer Filter (Type 1):  Allowed Values:
        • Shipment Type Filter (Type 16):  Allowed Values: Truckload
        • Alert Filter (Type 4):  Allowed Values: 12,8
      • Actions:
        • Add Assignment Action (Type 14): Assignment Target: 'None'

      8. Workflow: Resolve Appointment Team

      • Purpose: Manages assignments for the Appointment Team related to pickup, delivery, or combined scheduling.
      • Trigger: Shipment Alert Added
      • Filters:
        • Alert Filter (Type 4):  Allowed Values: 107
        • Customer Filter (Type 1):  Allowed Values:
        • Shipment Type Filter (Type 16):  Allowed Values: Truckload
      • Actions:
        • Resolve Assignment Action (Type 15): Assignment Target: 'None'

      9. Workflow: Assign to Carrier Sales Team

      • Purpose: Assigns/resolves sales tasks to the appropriate team (Customer Sales or Carrier Sales) for follow-up.
      • Trigger: Shipment Status Updated
      • Filters:
        • Customer Filter (Type 1):  Allowed Values:
        • Status Filter (Type 3):  Allowed Values: Committed
        • Shipment Type Filter (Type 16):  Allowed Values: Truckload
      • Actions:
        • Add Assignment Action (Type 14): Assignment Target: 'None'

      10. Workflow: Auto Send Rate Confirmation

      • Purpose: Automates critical process steps related to the title:  3. Auto Send Rate Confirmation. Review steps
      • Trigger: Shipment Carrier Added or Updated
      • Filters:
        • Customer Filter (Type 1):  Allowed Values:
        • Shipment Type Filter (Type 16):  Allowed Values: Truckload
      • Actions:
        • Add Alert Action (Type 12): Assignment Target: 'None'
        • Send Email Action (Type 2): Assignment Target: 

      11. Workflow: Carrier Spot Quote Added

      • Purpose: Automates tasks related to carrier interaction, including rate confirmation, spot quotes, and check call responses.
      • Trigger: Spot Quote Added
      • Filters:
        • Customer Filter (Type 1):  Allowed Values:
        • Shipment Type Filter (Type 16):  Allowed Values: Truckload
      • Actions:
        • Add Assignment with Message Action (Type 18): Assignment Target: 'None'
        • Add Assignment with Message Action (Type 18): Assignment Target: 'None'

      12. Workflow: Margin Management

      • Purpose: Automates critical process steps related to the title:  3. Margin Management. Review steps for detail.
      • Trigger: Shipment Carrier Added or Updated
      • Filters:
        • Customer Filter (Type 1):  Allowed Values:
        • Margin Percentage (Type 19):  Allowed Values:
        • Shipment Type Filter (Type 16):  Allowed Values: Truckload
      • Actions:
        • Add Assignment with Message Action (Type 18): Assignment Target: 'None'
        • Add Alert Action (Type 12): Assignment Target: 'None'

      13. Workflow: Resolve Carrier Sales Team

      • Purpose: Assigns/resolves sales tasks to the appropriate team (Customer Sales or Carrier Sales) for follow-up.
      • Trigger: Shipment Status Updated
      • Filters:
        • Customer Filter (Type 1):  Allowed Values:
        • Shipment Type Filter (Type 16):  Allowed Values: Truckload
        • Status Filter (Type 3):  Allowed Values: Dispatched,InTransit,OutForDelivery,Delivered,Complete,Canceled
      • Actions:
        • Resolve Assignment Action (Type 15): Assignment Target: 'None'

      14. Workflow: Assign to Track and Trace

      • Purpose: Assigns/resolves tasks for the Track and Trace team to monitor shipment progress.
      • Trigger: Shipment Status Updated
      • Filters:
        • Customer Filter (Type 1):  Allowed Values:
        • Shipment Type Filter (Type 16):  Allowed Values: Truckload
        • Status Filter (Type 3):  Allowed Values: Dispatched
      • Actions:
        • Add Assignment Action (Type 14): Assignment Target: 'None'

      15. Workflow: Carrier Check Call Response Received

      • Purpose: Automates tasks related to carrier interaction, including rate confirmation, spot quotes, and check call responses.
      • Trigger: Carrier Check Call Response
      • Filters:
        • Customer Filter (Type 1):  Allowed Values:
        • Shipment Type Filter (Type 16):  Allowed Values: Truckload
      • Actions:
        • Add Assignment with Message Action (Type 18): Assignment Target: 'None'
        • Add Assignment with Message Action (Type 18): Assignment Target: 'None'

      16. Workflow: Cancelled Remove Assignments

      • Purpose: Manages assignments for various teams to ensure timely follow-up on critical shipment events.
      • Trigger: Shipment Status Updated
      • Filters:
        • Status Filter (Type 3):  Allowed Values: Canceled
      • Actions:
        • Resolve All Assignments Action (Type 17): Assignment Target: 'None'
        • Resolve Assignment Action (Type 15): Assignment Target: 'None'
        • Resolve Assignment Action (Type 15): Assignment Target: 'None'
        • Resolve Assignment Action (Type 15): Assignment Target: 'None'
        • Resolve Assignment Action (Type 15): Assignment Target: 'None'

      17. Workflow: Carrier Document Request

      • Purpose: Automates tasks related to carrier interaction, including rate confirmation, spot quotes, and check call responses.
      • Trigger: Shipment Status Updated
      • Filters:
        • Shipment Type Filter (Type 16):  Allowed Values: Truckload
        • Customer Filter (Type 1):  Allowed Values:
        • Status Filter (Type 3):  Allowed Values: Delivered
      • Actions:
        • Add Alert Action (Type 12): Assignment Target: 'None'
        • Send Email Action (Type 2): Assignment Target: 
        • Carrier Check Call Action (Type 22): Assignment Target: 

      18. Workflow: Customer EDI Alert

      • Purpose: Generates alerts for business conditions, such as high declared value, EDI errors, or margin limits.
      • Trigger: Shipment Created
      • Filters:
        • Lsp Staff Filter (Type 30):  Allowed Values: {"id":1216,"name":"Customer EDI (Customer.EDI)"}
        • Customer Filter (Type 1):  Allowed Values:
      • Actions:
        • Add Alert Action (Type 12): Assignment Target: 'None'
        • Add Alert Action (Type 12): Assignment Target: 'None'
        • Add Assignment Action (Type 14): Assignment Target: 'None'
        • Remove Carrier Action (Type 28): Assignment Target: 'None'

      19. Workflow: Customer Status Update - Dispatched

      • Purpose: Automates critical process steps related to the title:  Customer Status Update - Dispatched. Review steps
      • Trigger: Shipment Alert Added
      • Filters:
        • Customer Filter (Type 1):  Allowed Values:
        • Alert Filter (Type 4):  Allowed Values: 215
        • Shipment Type Filter (Type 16):  Allowed Values: Truckload
      • Actions:
        • Send Email Action (Type 2): Assignment Target: 

      20. Workflow: Declared Value Alert

      • Purpose: Generates alerts for business conditions, such as high declared value, EDI errors, or margin limits.
      • Trigger: Shipment Alert Added
      • Filters:
        • Customer Filter (Type 1):  Allowed Values:
        • Alert Filter (Type 4):  Allowed Values: 270,269
      • Actions:
        • Remove Carrier Action (Type 28): Assignment Target: 'None'
        • Add Assignment with Message Action (Type 18): Assignment Target: 'CarrierRep'

      21. Workflow: LTL BOL

      • Purpose: Automates document compliance checks (audits, BOL, POD) and alerts staff if documents are missing or change status.
      • Trigger: Shipment Status Updated
      • Filters:
        • Shipment Type Filter (Type 16):  Allowed Values: LTL
        • Status Filter (Type 3):  Allowed Values: Ready,Sent,Committed
        • Customer Filter (Type 1):  Allowed Values:
      • Actions:
        • Send Email Action (Type 2): Assignment Target: 

      22. Workflow: Rebill Notification

      • Purpose: Automates critical process steps related to the title:  Rebill Notification. Review steps for detail.
      • Trigger: Attachment Added
      • Filters:
        • Attachment Type (Type 20):  Allowed Values: InspectionCertificate
      • Actions:
        • Add Assignment with Message Action (Type 18): Assignment Target: 'SalesRep'
        • Add Assignment with Message Action (Type 18): Assignment Target: 'None'

      23. Workflow: Shipment POD Added

      • Purpose: Automates document compliance checks (audits, BOL, POD) and alerts staff if documents are missing or change status.
      • Trigger: Attachment Added
      • Filters:
        • Attachment Type (Type 20):  Allowed Values: POD
        • Customer Filter (Type 1):  Allowed Values:
        • Shipment Type Filter (Type 16):  Allowed Values: Truckload
      • Actions:
        • Resolve Alert Action (Type 13): Assignment Target: 'None'
        • Add Alert Action (Type 12): Assignment Target: 'None'
        • Add Assignment with Message Action (Type 18): Assignment Target: 'None'

      24. Workflow: Verify Tarp Requirements

      • Purpose: Automates critical process steps related to the title:  Verify Tarp Requirements. Review steps for detail.
      • Trigger: Shipment Status Updated
      • Filters:
        • Customer Filter (Type 1):  Allowed Values:
        • Shipment Type Filter (Type 16):  Allowed Values: Truckload
        • Status Filter (Type 3):  Allowed Values: Committed
        • Accessorial Filter (Type 27):  Allowed Values: 223
      • Actions:
        • Add Alert Action (Type 12): Assignment Target: 'None'
        • Add Assignment with Message Action (Type 18): Assignment Target: 'None'
        • Add Assignment Action (Type 14): Assignment Target: 'None'

      25. Workflow: Spot Rate

      • Purpose: Automates critical process steps related to the title: - Spot Rate. Review steps for detail.
      • Trigger: Shipment Created
      • Filters:
        • Alert Filter (Type 4):  Allowed Values: 226
      • Actions:
        • Add Alert Action (Type 12): Assignment Target: 'None'

      26. Workflow: Claim Workflow

      • Purpose: Manages the claim process by generating assignments and alerts for the responsible staff.
      • Trigger: Shipment Alert Added
      • Filters:
        • Alert Filter (Type 4):  Allowed Values: 9
      • Actions:
        • Add Assignment with Message Action (Type 18): Assignment Target: 'SalesRep'
        • Add Assignment with Message Action (Type 18): Assignment Target: 'None'
        • Send Email Action (Type 2): Assignment Target: 

      27. Workflow: Consolidation Customer - Update Committed

      • Purpose: Automates critical process steps related to the title: Bulk Reef- Consolidation Customer - Update Committed. Review steps for
      • Trigger: Shipment Created
      • Filters:
        • Customer Filter (Type 1):  Allowed Values:
        • Update Status Action (Type 11): Assignment Target: 'None'
      • Actions: None

      28. Workflow: Freight Allowance SKU Added

      • Purpose: Automates critical process steps related to the title: Bulk Reef- Freight Allowance SKU Added. Review steps for detail.
      • Trigger: Shipment Status Updated
      • Filters:
        • Shipment Type Filter (Type 16):  Allowed Values: Truckload
        • Shipment Reference Number Filter (Type 24):  Allowed Values:
        • Update Status Action (Type 11): Assignment Target: 'None'
      • Actions:
        • Add Alert Action (Type 12): Assignment Target: 'None'

      29. Workflow: Resolve Track and Trace

      • Purpose: Assigns/resolves tasks for the Track and Trace team to monitor shipment progress.
      • Trigger: Shipment Status Updated
      • Filters:
        • Status Filter (Type 3):  Allowed Values: Delivered
        • Customer Filter (Type 1):  Allowed Values:
      • Actions:
        • Resolve All Assignments Action (Type 17): Assignment Target: 'None'