How do i set a workflow condition using an insight attribute as a trigger?

Question

I have an insight object type called Branch. Within this object is an attribute called Approval level. That attribute contains either L1 or L2. How do i set a condition where as if a branch is selected that has an L1 attribute than you can select "ready for comp agreement". If you select a branch that has an L2 approval type attribute, then you should be able to select "approve".

Scott Federman_j0no3t · Answer

so this makes sense. I have a single select dropdown field called approval level with L1 and L2 as options and I have an attribute set within my branch object which defines l1 or l2 for that branch. So I was on the same page. I'm still stuck on the automation to copy that attribute to that field. Looking at the automation provided I don't understand how to copy that attribute. The automation provided doesn't seem to make sense to me as it's using that approval level field that needs to be populated using the attribute, as the trigger.

Björn Gullander · Answer

As there are no Insight conditions in cloud, I would store the attribute value in a separate field with Automations and then run a condition on that field instead. For the automation rule you can trigger on "Field value changed" and set the other field with smart value {{issue.Branch.Approval level}}.

Probably other apps may help you as well. In DC it is simple to use the Insight condition "Validate on Object Attributes"