Workflow: Create a Card When Material Is Created in Ontraccr

🧱 Workflow: Create a Card When Material Is Created in Ontraccr
 

Overview

This workflow automatically creates a board card every time a new material is added to Ontraccr. It’s commonly used in inventory tracking, procurement, or material management boards to track item movement, ordering needs, or material readiness across projects.

🎯 When to Use This Workflow

Use this when:

• You want to track each new material in a dedicated board
• You’re managing purchasing, deliveries, or usage logs
• You need visibility into new materials being added to your system
• You want to create workflows for material approval, stock checks, or linking to jobs

🧩 How to Set It Up

1. Open the board used to manage materials (e.g., “Material Tracker” or “Procurement Board”).
2. Go to Settings > Workflows.
3. Click the ➕ Add button.
4. Complete the workflow fields:

🔧 Setup Fields

🔁 Field Mapping Options

Map any material data to the board card:

• Material Name → Card Title (🟢 Required)
• SKU / Item Code
• Supplier
• Unit Cost
• Material Type or Category
• Stock Level / Quantity
• Division or Linked Project

✅ Example Use Case

• A warehouse manager adds “Concrete Type B” as a new material
• This triggers a card in the Procurement Board under “Pending Order”
• The card includes:
  • Material Name
  • Supplier
  • Cost
  • Category = “Site Material”
  • Linked to site project

Now the team can begin the purchasing workflow or tie the material to a delivery schedule.

🧠 Tips & Edge Cases

• Useful for procurement teams, warehouse ops, or site material tracking
• This can be combined with card-based status workflows (e.g., “Ready to Order → Ordered → Received”)
• Pair with form-driven inspections or task automations for full material lifecycle management
• If materials are added via integrations (e.g., inventory software), this ensures automatic tracking kicks in