Automation to Create Sub-Task Based on Multi-Choice/Checkbox Field

Drishti Maharaj

Hi,

We seem to be having a bit of an issue with an automation to create sub-task based on a

Multi-Choice/Checkbox Field.

The idea is that when the field is edited, different sub-task are created based on the options. The dilemma is that the user could pick one option then decide to pick another option an hour or two later.

When the field is edited, it then re-creates the first sub-task based on the option.

Example:

Field Options

Option A

Option B

Option C

- User picks Option A at 10:00 and sub-task for Option A is created.

- User picks Option B at 11:00 and then sub-task for both Option A & Option B is created

How would you prevent the sub-task for Option A duplicating when the field is edited?

Thanks.

 

Trudy P Claspill

Hello @Drishti Maharaj 

When asking for help modifying a rule it will enable us to help you more effectively is you provide screen images that show your entire rule, and the details of each step.

Possibly, in your Automation rule where you have determined that Option A has been selected, you might be able to follow that with checks to see if the corresponding subtask already exists by using a Lookup Issues action to search for a subtask under the trigger issue with the specified Summary used for the Option A subtask, and then checking to see if the Lookup Issues action found any issues (using a smart value condition to check {{lookupIssues.size}} )