Set up Custom Actions with Automations

You can reduce unnecessary effort and clicks by setting custom actions that expand your More Actions menu in Planning and Dispatch to the specific needs of your company.  This gives you greater breadth and flexibility in the kinds of bulk actions you can perform with orders.

For example, set a custom action called Choose New Date that allows you to reschedule any orders you select from Dispatch for a different date you choose. Use the syntax: When custom action called Choose New Date is manually called with input(s) date, then update time window starts to date.

Before You Begin

• Confirm you have a user account of type Admin.
• Decide on the specific circumstances in your planning or dispatch flows when you need to take custom actions.

Procedure

Step 1: Name the automation, and select the automation scope and conditions to define the custom action itself. Learn more.

For example, if you need to be able to postpone all the orders in a route in the event that the driver is delayed by an hour at the warehouse, you can create a custom action that changes the time window of selected orders to one hour later.  

Step 2: Set up a custom action by selecting Custom as the automation trigger.

Step 3: Name the custom action according to its function.  

For the example above, in this postponement scenario, you can name the action Delay 1 Hour.

Step 4: (Optional) Add a variable to the action using the plus sign. This adds the applicable field to a custom form that pops up when applying the action to orders.  

For example, to move the time window of all orders selected to a date you choose, add a Date variable.  This displays a calendar date selection field in the resulting form. 

Give the variable a name that determines how it will display.  For example, you can call the Date field Date Selection.

Step 5: (Optional) Add additional conditions for the action.  For example, you may only want to apply the action to orders over a certain weight or cost.

In this case, any orders you select that do not meet the conditions applied will not be updated.

Note

If you prefer your dispatchers to have more autonomy, you can allow them to override these conditions when using this custom action by selecting the applicable option below the condition setting.  Otherwise, you can ensure the action is applied only to the orders that align with the condition, even if the dispatcher selects other orders as well.

Enable dispatchers to apply the action to any orders they choose

 

Step 6:  Choose an action that occurs when the custom action is applied to selected orders.  

Using the example of the driver who is delayed, you can update all selected orders so that time window starts becomes time window starts + 1 hr.

Step 7: Save and the custom action by selecting Create Automation or Save Changes.

Save your automation

 

Step 8:  Refresh the Bringg Platform.

Step 9:  Use the custom action to improve your workflows by returning to Dispatch or Planning. Select the applicable orders, and choose the custom action's button from the More Actions menu.