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Can I create an automation rule using Project Category?

Shan (SHPK)

Is there a way I can create automation rule using the value in Project category?

While creating a Project there is no way to select the Project Category. (Is there a way we can select Project Category while creating a Project?)

Scenario:

So after a project is created, if I go and update the Project Category for the Project and Save. Based on the category selected/saved, can I run an automation rule? If yes, can you please help me how to do this?

Thank you

Accepted answers

Bill Sheboy

Hi @Shan (SHPK)

Adding onto Jack's answer:

No, you cannot trigger an automation rule based on a change to a project field; only create project triggers (I believe...)
And, project category is accessible in a rule as {{project.projectCategory}} for all the object or just the fields you want, such as {{project.projectCategory.id}} or {{project.projectCategory.name}} So if your rule is triggered in another manner it could use the category information.

Kind regards,
Bill

All comments

Jack Brickey

This is not possible. Automation works on issues not projects.

Bill Sheboy

Hi @Shan (SHPK)

Adding onto Jack's answer:

No, you cannot trigger an automation rule based on a change to a project field; only create project triggers (I believe...)
And, project category is accessible in a rule as {{project.projectCategory}} for all the object or just the fields you want, such as {{project.projectCategory.id}} or {{project.projectCategory.name}} So if your rule is triggered in another manner it could use the category information.