ION automations

An ION automation is a prebuilt integration that First Resonance maintains and runs logic against ION when an event fires. It can write back to ION, send notifications, generate documents, or call an external system. Deploy one from the Marketplace; see Deploy an integration or automation. You can browse this same list in ION itself: in the sidebar, select Integrations.

Both ION automations and ION Actions run custom logic on an ION event, but they work differently. An ION Action runs inside ION while a change is being saved, so it can allow, block, or warn on that change. An ION automation runs on the integration platform and reacts to an event that has already happened, so it can’t allow, block, or warn on a change. Instead it takes action, such as firing mutations, sending notifications, or calling external systems.

Some of these automations are also available as a Workflow Builder template: a version you add to your own Workflow Builder and customize yourself, instead of one First Resonance runs for you. The Template available column notes which ones.

Automation	Description	Template available
Auto-approve part-procedure relationships	Approves a part-procedure link automatically and fills in its optional or required field.	Yes
Auto-assign issue on creation	Assigns a new issue to the part’s responsible engineer, the run’s creator, or a configured team, in order.	Yes
Auto-assign PO to the creator of the PO	Assigns the purchase order’s creator as its assignee when the PO is created.	Yes
Auto-checkout on inactivity	Checks a user out of their run session after a period of inactivity.	Yes
Auto-consumption of line-side inventory	Deducts line-side inventory against the run’s mBOM when a configured run step completes.	No
Auto-create linear step dependencies	Adds a dependency from a newly inserted step to the steps immediately before and after it.	Yes
Auto-kit expired material	Kits inventory nearing its expiration date on a schedule and assigns the kit to a team.	Yes
Auto-populate quality clauses based on purchase order tier	Sets a PO’s quality clauses from a configured tier attribute value.	Yes
Auto-send purchase emails to suppliers	Emails a purchase order PDF to its supplier when triggered from ION.	No
Auto-update mBOM revision on part revision update	Bumps the mBOM revision, and any draft mBOMs, when a part is revised.	Yes
Auto-update part library cost based on purchase order line cost	Updates a part’s library unit cost from its PO line cost once the order is placed.	Yes
Autogenerate child issue for remove and replace dispositions	Creates a linked child issue for the removed part when an issue’s disposition needs one.	Yes
Autoplan scheduler	Runs Autoplan on a configured schedule instead of only on demand.	Yes
Complete informational steps	Autocompletes an informational step, and its parent, once you’ve completed it once before.	No
Data imprint	Copies a value between related ION records, such as part pedigree onto inventory.	Yes
Data imprint from run step field to part inventory attribute	Copies a run step field’s value onto the run’s part inventory attribute.	Yes
Imprint vendor name to part inventory	Copies the supplier name, or your org name for made parts, onto new part inventory.	Yes
Intent data imprint	Copies intent-level data from runs and purchase orders onto part inventory, and applies upgrade or downgrade dispositions.	No
ION Actions to control PO approval workflow	Deploys ION Action rules that enforce PO approval requirements, such as reviewer changes and cost-threshold approvals.	No
Maintain only one procedure version	Archives a procedure’s older versions when a new version is approved.	Yes
Map inspection procedures by intent level	Creates an inspection procedure for a received part based on its PO line’s intent level.	Yes
Map inspection procedures by quality clauses	Creates an inspection run for a received part based on the quality clauses on its PO line.	Yes
Migrate PO attribute data	Moves a value from one PO attribute to another, converting a number to text.	No
Notify purchase order assignee of PO approval	Notifies the PO assignee, or its creator if none is set, when an approval is approved or rejected.	Yes
Part inventory intent management	Blocks installing lower-intent inventory into a higher-intent part or kit.	No
PO header to PO line attribute propagation	Copies purchase order attributes onto its lines, including mapped Need By and ETA dates.	No
PO status control	Deploys ION Action rules that block a PO from skipping approval or entering review before every line has a cost.	No
Prevent run closure if aBOM is not completed	Blocks a run’s last step from completing or canceling until the aBOM is fully filled out.	No
Purchase order PDF and versions	Versions a purchase order and generates a PDF as it changes through approval.	No
Receiving data input requirements	Requires a receiving location, blocks over-receipt, or requires a serial or lot number, per your configuration.	No
Recreate run on failure	Creates a replacement run when another run fails, so you can schedule the rework.	Yes
Replace team assignee with specific role	Reassigns an issue from a team to a specific role on that team, such as the on-call person.	Yes
Require part inventory details on run creation	Blocks run creation without a part inventory item, or without a lot or serial number, per your configuration.	No
Run scheduler	Duplicates a run on a fixed schedule for work that repeats predictably.	Yes
Scrap inventory on scrap disposition	Sets an issue’s inventory to Scrapped when the issue resolves with a scrap disposition.	No
Set close-by on issue creation	Sets the run step an issue must resolve by, so the run can’t close while it’s open.	Yes
Set kitting status to draft	Sets a kit created from a run to Draft instead of Requested, so you can finish it before requesting.	No
Update tool date of last maintenance	Sets a tool’s last-maintained date when its maintenance run completes.	Yes
Upload PO PDF to PO	Generates a PDF and attaches it to the purchase order once it’s ordered.	No

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