This article describes the operation of the specific automation ''When card in phase changes something to status something, lock/unlock card in phase something''
Are you looking for an explanation of what automations are and where to set them up? Then take a look at the article How do automations work?
Information about locking cards can be found in the article Locking and unlocking cars
How does this automation work?
With this automation, you can ensure that subsequently locked cards are automatically unlocked. This automation is especially useful if you lock all cards of a collection in your planning board, and you want them to be unlocked in the sequence when the previous cards are declared ready. This ensures that the employees always follow the correct order of the cards.
The parameters you set are phases, statuses and lock/unlock. With status you choose at which status of your card the automation will be activated, and at phase you choose in which phase the automation is triggered.
Example:
A company has a Preparation department and an Assembly department, which is also set up as a phase in vPlan. The card in the Assembly phase may only be executed if the card has been reported ready in the Preparation phase. Until then, the card must be locked in Assembly.
You can then set the automation as follows: