Triggers

PlanGrid - Object triggers

PlanGrid triggers poll your PlanGrid projects at set intervals and trigger recipes based on new or updated objects in PlanGrid. This trigger polls PlanGrid at set intervals for recently created or updated objects since the previous poll. When Workato finds a newly created or updated object, it will check whether it fulfills the trigger condition (if any) and execute a new job for each object it finds.

Trigger conditions

Trigger conditions are like filters in Workato. Turning on trigger conditions in Workato means you can selectively choose which events you want to trigger workflows. Conditions can be set on object attributes like status. For example, you may only want field reports that have been submitted to trigger a workflow and ignore archived or draft field reports.

Input fields for object triggers

Triggers are easy to set up on Workato and in most instances the only required input is the PlanGrid project. When you first start the recipe, you can also set the last time you want Workato to pull from, allowing you to pull events retrospectively.

Output fields for object triggers Each new or new/updated object triggers a separate run. You can then use the output datapills in a subsequent step in your recipe.

Project

Triggers when a new or updated project is detected in PlanGrid. Trigger will pick up the projects created/updated from the time the recipe has started.

Input

Field name	Description
Object type	Must be set to `Project`.

Output

Field name	Description
Project ID	ID of the project.
Project Name	Name of the project in PlanGrid
Project Code	Custom code assigned to the project in PlanGrid (if any).
Organization ID	The ID of the organization to which the project belongs in PlanGrid (if any).
Project Type	Project type with possible values of: general, manufacturing, power, water-sewer-waste, industrial-petroleum, transportation, hazardous-waste, telecom, education-k-12, education-higher, gov-federal, gov-state-local, or other.
Project Status	The current status of the project as set in PlanGrid.
Project Owner	The owner of the project as specified in PlanGrid.
Project Start Date	Project start date as set in PlanGrid.
Project End Date	Project end date as set in PlanGrid.
Street line 1	Address information as set in PlanGrid.
Street line 2	Address information as set in PlanGrid.
Town or city	Address information as set in PlanGrid.
State, province, or region	Address information as set in PlanGrid.
Zip or postal code	Address information as set in PlanGrid.
Country	Address information as set in PlanGrid.
Latitude	Address information as set in PlanGrid.
Longitude	Address information as set in PlanGrid.
Updated at	Timestamp of when the project was last updated in PlanGrid.

Annotation

Triggers when a new or updated annotation is added to a sheet in a PlanGrid project. Trigger will pick up the annotations created/updated from the time the recipe has started.

Input

Field name	Description
Object type	Must be set to `Annotation`.
Project	Project to monitor for new or updated annotations. Select from the drop-down list or input a project ID.

Output

Field name		Description
Annotation ID		ID of the annotation.
Project ID		ID of the project containing the file.
Color		The color assigned to the annotation in PlanGrid.
Stamp		The stamp assigned to the annotation in PlanGrid (if any).
Visibility		The visibility level of the annotation. Can be either “user” or “master”. User indicates a workspace member (or former workspace member) has not published the annotation to the project. Never blank.
Deleted		Indicates whether this annotation has been deleted.
Sheet	UID	ID of the sheet the annotation is located on.
Sheet	URL	The URL to access the sheet in PlanGrid that the annotation is located on.

Document

Triggers when a new or updated document is added to a PlanGrid project. Trigger will pick up the documents created/updated from the time the recipe has started.

Input

Field name	Description
Object type	Must be set to `Document`.
Project	Project to monitor for new or updated documents. Select from the drop-down list or input a project ID.

Output

Field name		Description
Document ID		ID of the document.
Project ID		ID of the project.
Document Name		Name of the document in PlanGrid.
Folder		The folder path within PlanGrid documents where the file was contained.
URL		URL to download the file.
Created at		Timestamp of when the file was created in PlanGrid.
Created by	UID	ID of the user that created the file.
	URL	URL to the user’s profile in PlanGrid
	Email	Email address of the user that created the file.
Deleted		Indicates whether the file has been deleted.
Updated at		Timestamp of when the file was last updated in PlanGrid.

Field report

Triggers when a new or updated field report is created in a PlanGrid project. Trigger will pick up the field reports created/updated from the time the recipe has started.

Input

Field name	Description
Object type	Must be set to `Field report`.
Project	Project to monitor for new or updated field reports. Select from the drop-down list or input a project ID.

Output

Field name			Description
Field Report ID			ID of the field report.
Project ID			ID of the project.
Title			Title of the field report in PlanGrid.
Description			Description of the field report in PlanGrid.
URL			The URL to access the field report in PlanGrid.
Report Date			Timestamp of when the report was created in PlanGrid.
Status			Status of the field report, and the values can be: draft, submitted, archived, or deleted.
Field report type	Name		Name of the field report template.
	Status		Status of the field report template, can be active or archived.
	UID		ID of the field report template.
PDF URL			The URL to access the PDF version of the field report (exists only if the report was originally a PDF in PlanGrid; not available for the native daily report).
PDF Form Values:	Name		Name of the PDF form field.
	Value		Value corresponding to the form field name.
	List size		The number of form field values available from the field report.
Daily Report values	Work log entries:	Trade	The trade that performed the work.
		Timespan	The total number of works for the work log entry in milliseconds.
		Headcount	The number of workers for the work log entry.
		Description	A description of the work performed.
		Deleted	Whether the work log entry has been deleted or not.
		List size	The number of entries in the “Work log entries” list.
	Material entries	Unit	The unit of measure for the quantity specified.
		Quantity	The quantity of material that was used.
		Item	A specific description of the material item used.
		Description	A description of the material used (may be blank if “item” above contains all details).
		Deleted	Whether the material entry has been deleted or not.
		List size	The number of entries in the “Material entries” list.
	Equipment entries:	Timespan	The total time all equipment was used for in milliseconds.
		Quantity	The number of pieces of the equipment that was used.
		Item	A specific description of the equipment item used.
		Description	A description of the equipment utilized (may be blank if “item” above contains all details).
		Deleted	Whether the equipment entry has been deleted or not.
		List size	The number of entries in the “Equipment entries” list.
	List size		The number of entries in the “Daily Report Values” list.
Documents	Total count		The total number of documents associated with the field report.
Documents	URL		The URL to access the documents associated with the field report in PlanGrid.
Photos	Total count		The total number of photos associated with the field report.
Photos	URL		The URL to access the photos associated with the field report in PlanGrid.
Snapshots	Total count		The total number of snapshots associated with the field report.
Snapshots	URL		The URL to access the snapshots associated with the field report in PlanGrid.
Created by	UID		ID of the user.
	URL		URL to access the user’s profile in PlanGrid.
	Email		Email of the user in PlanGrid.
Updated at			Timestamp of when the report was last updated in PlanGrid.
Weather	Humidity		A percentage value indicating the humidity over the course of the day.
	Precipitation accumulation		The amount of precipitation accumulated throughout the day. Unit specified in “precipitation_accumulation_unit”.
	Precipitation accumulation unit		The unit of the precipitation accumulated.
	Speed unit		The unit of the wind speed measurement.
	Summary key		A description of the weather (for example, Partly Cloudy).
	Temperature max		The maximum temperature during the day.
	Temperature min		The minimum temperature during the day.
	Temperature unit		The unit of the temperature measurements.
	Wind bearing		The direction of the wind.
	Wind gust		The maximum wind speed observed throughout the day.
	Wind speed		The average wind speed observed throughout the day.

Photo

Triggers when a new or updated photo is added to a PlanGrid project. Trigger will pick up the photos created/updated from the time the recipe has started.

Input

Field name	Description
Object type	Must be set to `Photo`.
Project	Project to monitor for new or updated photos. Select from the drop-down list or input a project ID.

Output

Field name		Description
Photo ID		ID of the photo.
Project ID		ID of the project.
Title		Title of the photo in PlanGrid.
URL		URL to download the photo from PlanGrid.
Created at		Timestamp of when the file was created in PlanGrid.
Created by	UID	ID of the user that created the file.
	URL	URL to the user’s profile in PlanGrid
	Email	Email address of the user that created the file.
Deleted		Indicates whether the file has been deleted.

RFI

Triggers when a new or updated RFI is added to a PlanGrid project. Trigger will pick up the RFIs created/updated from the time the recipe has started.

Input

Field name	Description
Object type	Must be set to `RFI`.
Project	Project to monitor for new or updated RFIs. Select from the drop-down list or input a project ID.

Output

Field name		Description
RFI ID		ID of the RFI.
Project		ID of the project.
RFI Number		Number of the RFI within the project.
Status	UID	ID of the current status of the RFI.
	Label	Label of the current status of the RFI (for example, draft, answered, etc.)
	Color	Color code of the RFI in PlanGrid.
Locked		Indicates whether the RFI is locked or still editable.
Title		The title of the RFI in PlanGrid.
Question		The question asked in the RFI in PlanGrid.
Answer		The answer given for the RFI in PlanGrid.
Sent at		Timestamp of when the RFI was sent to the Reviewer in PlanGrid.
Due at		Timestamp of when the RFI is due in PlanGrid.
Assigned to	UID	ID of the user.
	URL	URL to access the user’s profile in PlanGrid.
	Email	Email of the user in PlanGrid.
	List size	The number of users in this list that this RFI is assigned to.
Updated at		Timestamp of when the RFI was last updated in PlanGrid.
Updated by	UID	ID of the user.
	URL	URL to access the user’s profile in PlanGrid.
	Email	Email of the user in PlanGrid.
Created at		Timestamp of when the RFI was created in PlanGrid.
Created by	UID	ID of the user.
	URL	URL to access the user’s profile in PlanGrid.
	Email	Email of the user in PlanGrid.
Photos	Total count	The total number of photos associated with the RFI.
Photos	URL	The URL to access the photos associated with the RFI in PlanGrid.
Attachments	Total count	The total number of attachments associated with the RFI.
Attachments	URL	The URL to access the attachments associated with the RFI in PlanGrid.
Snapshots	Total count	The total number of snapshots associated with the RFI.
Snapshots	URL	The URL to access the snapshots associated with the RFI in PlanGrid.
Comments	Total count	The total number of comments associated with the RFI.
Comments	URL	The URL to access the comments associated with the RFI in PlanGrid.

Sheet

Triggers when a new or updated sheet is added to a PlanGrid project. Trigger will pick up the sheets created/updated from the time the recipe has started.

Input

Field name	Description
Object type	Must be set to `Sheet`.
Project	Project to monitor for new or updated sheets. Select from the drop-down list or input a project ID.

Output

Field name		Description
Sheet ID		Unique identifier (UID) of the sheet, never blank.
Project ID		ID of the project containing the sheet.
Name		Name of the sheet in PlanGrid.
Version Name		Name of the version set to which the sheet belongs in PlanGrid.
Description		Description of the sheet.
Tags		A list of any tags associated with the sheet in PlanGrid.
Published by	UID	ID of the user.
	URL	URL to access the user’s profile in PlanGrid.
	Email	Email of the user in PlanGrid.
Published at		Timestamp of when the sheet was published in PlanGrid.
Deleted		Indicates whether this sheet has been deleted in PlanGrid.
Uploaded file name		Name of the uploaded file this sheet was contained in. Never blank.

Snapshot

Triggers when a new or updated snapshot is added to a PlanGrid project. Trigger will pick up the snapshots created/updated from the time the recipe has started.

Input

Field name	Description
Object type	Must be set to `Snapshot`.
Project	Project to monitor for new or updated snapshots. Select from the drop-down list or input a project ID.

Output

Field name	Description
Snapshot ID	Unique identifier (UID) of the file, never blank.
Project ID	ID of the project containing the file.
Title	The name of the snapshot in PlanGrid.
URL	The URL to access the snapshot in PlanGrid.
Created at	Timestamp of when the snapshot was created in PlanGrid.
Created by	Reference to the user that created the snapshot in PlanGrid.
UID	ID of the user.
URL	URL to access the user’s profile in PlanGrid.
Email	Email of the user in PlanGrid.
Sheet	Object containing information about the sheet from which this snapshot was taken.
UID	ID of the sheet.
URL	URL to access the sheet in PlanGrid.
Deleted	Indicates whether this snapshot has been deleted in PlanGrid.

Task

Triggers when a new or updated task is added to a PlanGrid project. Trigger will pick up the tasks created/updated from the time the recipe has started.

Input

Field name	Description
Object type	Must be set to `Task`.
Project	Project to monitor for new or updated tasks. Select from the drop-down list or input a project ID.

Output

Field name			Description
Task ID			Unique identifier (UID) of the task, never blank.
Project ID			ID of the project containing the task.
Number			The task number (specific to this project) as specific in PlanGrid.
Title			The title of the task.
Status			Current status of task. Possible values are "open", "in_review", "pending", "closed".
Type			Indicates the type of task. Possible values are: issue, planned_work, other.
Assignees	UID		ID of the user.
	Type		Type of user assigned
	List size		Number of users assigned
Watchers	UID		ID of the user.
	Type		Type of user assigned
	List size		Number of users assigned
Location			Location of the task as specific in PlanGrid.
Start date			Timestamp of when the task is set to start in PlanGrid.
Due at			Timestamp of when the task is due in PlanGrid.
Closed at			Timestamp of when the task was closed in PlanGrid. Available only once the task has been closed.
Stamp			The task stamp selected in PlanGrid.
Task List	Task list ID		ID of the task list.
Task List	URL		URL to access the task list in PlanGrid.
Description			Description of the task.
Cost impact			Number indicating the cost impact to the project as a result of this task.
Has cost impact			Indicates whether the task has a cost impact.
Currency code			Currency of the cost impact.
Schedule impact			Time in seconds by which this task is impacting the project schedule.
Has schedule impact			Indicates whether the task has a schedule impact.
Current annotation	UID		ID of the annotation in PlanGrid
	Color		The color assigned to the annotation in PlanGrid.
	Stamp		The stamp assigned to the annotation in PlanGrid (if any)
	Visibility		The visibility level of the annotation. Can be either “user” or “master”. User indicates a workspace member (or former workspace member) has not published the annotation to the project. Never blank
	Deleted		Indicates whether the annotation has been deleted in PlanGrid.
	Sheet	UID	ID of the sheet.
	Sheet	URL	URL to access the sheet in PlanGrid.
Comments	Total count		Total number of comments on the task.
Comments	URL		URL to access the comments on the task in PlanGrid.
Photos	Total count		Total number of photos associated with the task.
Photos	URL		URL to access the photos on the task in PlanGrid.
Deleted			Indicates whether this task has been deleted in PlanGrid.
Created at			Timestamp of when the task was created PlanGrid.
Created by	UID		ID of the user.
	URL		URL to access the user’s profile in PlanGrid.
	Email		Email of the user in PlanGrid.
Updated at			Timestamp of when the task was last updated in PlanGrid.
Updated by	UID		ID of the user.
	URL		URL to access the user’s profile in PlanGrid.
	Email		Email of the user in PlanGrid.

Last updated:

PlanGrid - Object triggers ​

Objects Supported ​

Project ​

Input ​

Output ​

Annotation ​

Input ​

Output ​

Document ​

Input ​

Output ​

Field report ​

Input ​

Output ​

Photo ​

Input ​

Output ​

RFI ​

Input ​

Output ​

Sheet ​

Input ​

Output ​

Snapshot ​

Input ​

Output ​

Task ​

Input ​

Output ​

PlanGrid - Object triggers

Objects Supported

Project

Input

Output

Annotation

Input

Output

Document

Input

Output

Field report

Input

Output

Photo

Input

Output

RFI

Input

Output

Sheet

Input

Output

Snapshot

Input

Output

Task

Input

Output