From the main Navigation Bar, go to More → Automations

Select 'Reservations' from the dropdown and click "CREATE AUTOMATION"

Here there will be two options displayed: \
**Cart Reservation Requested** is selected when the cart is in the pre-approved stage of a request that requires approval first before fulfilling.\
**Cart Reservation Confirmed/Approved** is when the cart reservation is already approved or doesn't require approval (direct reservation was made, not request)

For this case, our trigger is 'Cart Reservation Requested'

Automations

Create Workflows
Inactive Version: 00
CANCEL
SAVE
Details
Trigger
*
Trucks
Members
Reservations
Purchase Orders
Reservations
Cart Reservation Requested
Cart Reservation Confirmed/Approved
Cart Reservation Requested
Name
*
Description
Automation
IF (the Reservation)
Created On
Approved/Denied Time
Time To Resolve
Wait Time
Creation Source
Self Serve
User (Full Name)
From
To
Note
Action Taken By (Full Name)
Created By (First Name)
Created By (Last Name)
Created By (Full Name)
Cart#
Reserved To Location
Location
Project#
Project Name
Reserved For - Email
Reserved For - First Name
Reserved For - Last Name
Reserved For - Full Name
Reserved For - Status
Reserved For - Role
Reserved For - Team
Reserved For - Vendor
Reserved For - Employee Identification Number
Reserved For - Description
Reserved For - Created By (Full Name)
Reserved For - Manager (Full Name)
Reserved For - Manager (Email)
Reserved For - Address
Reserved For - Department
Reserved For - Creation Source
Reserved For - Last Sync Source
Reserved For - Offboarding Date
Reserved For - Deactivation Date
Reserved For - Checked Out Assets
Reserved For - Checked Out Asset Stock
Reserved For - Pending Work Order
Reserved For - Pending Purchase Orders
Reserved For - Pending Zendesk Tickets
Reserved For - Pending Assigned Maintenance and Services
Proceed Without Condition
Reserved For - User Listing
Reserved For - School District
Reserved For - Homeroom teacher
Created On
Equals / During
Does Not Equal
Is Null
Is Not Null
Greater or Equal
Less or Equal
Larger than
Less than
More than days ago
Less than days ago
Equals / During
Insert Placeholder
ADD
 THEN
STEPS
Insert Placeholder
Set Approver To
Set Approver To
Add Step
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If there are any conditions for the reservation approval, then enter those here:

In this case, we select "Proceed Without Condition"

Once done, activate the automation to begin!

Request Routing Automation in EZOfficeInventory