---
title: "Workflow: Create a Card When Material Is Created in Ontraccr"
url: "https://help.ontraccr.com/en/article/workflow-create-a-card-when-material-is-created-in-ontraccr"
language: "en"
last_updated: "2025-05-27T10:24:35.388Z"
---

# 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.

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## **🎯 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**

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## **🧩 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:

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### 🔧 Setup Fields

| Field | Description |
| --- | --- |
| **Name** | Name your workflow (e.g., “Auto-create material tracker card”) |
| **Type** | Select: **Create a card when material is created** |
| **Initial Status** | Choose the default column for new materials (e.g., “Pending Order”) |
| **Initial Color** | (Optional) Add a color tag for new entries |
| **Mapping** | Choose what material fields to transfer to the board card |

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### 🔁 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

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## **✅ 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