Update site visit item name with linked job details
Update site visit item name with linked job details
Your site visit items miss job IDs and visit context, leaving field coordinators unable to triage tasks. The workflow standardizes titles so coordinators can triage and report same day.
Overview
Missing job context in site visit items slows field triage and reporting. This flow pulls the linked job number, job name, and visit type into the item title so coordinators and managers can triage faster and produce daily reports on the same day.