How to add rules to add pivot charges via a checklist

When creating a rule you will need to select the event at ‘task checklist’.

For each checklist item, an event will be triggered. If the administrator ticks one or more items of the checklist, then for each checklist item a rule event will be triggered.

Once the event is raised, the rule condition will check what checklist item has been checked.

Depending on what item has been checked the appropriate action can be taken.

The administrator can add different type of charges - Time, Fixed Expense, and Product or Part.

Then click the  Add  button, to add the charge.

These values can be based on Pivot or Custom. As an example, the following screenshot is for Time based charge and considers custom cost irrespective of Pivot.

Whereas, this is the following screenshot illustrates a Time-based charge with Pivot costing.

The Pivot cost will allow you to select the pivot and associated column from the list. The relevant label for the selected column will display the value as mapped on the pivot details screen for different columns.

Based on this selection, the rule will trigger the relevant action and add cost to the task.

You can add multiple charges based on different columns selected.

The admin user can create Rules with relevant conditions and actions to add charges against tasks automatically.


Further reading: 
See How to use checklists with tasks.