how can we create a task on the basis of dropdown values from the list

Question

List of values

X Doc

Y Doc

Z Doc

Select X Doc from list then it should create a task

"X "Document = Yes then task to be created on the basis of value =Y or N

Bill Sheboy · Answer

Hi @Suvarna

Just following up to check if John's suggestions answered your question.  If so, please consider marking this one as "answered".  That will help others with a similar need find solutions faster.  If not, please let the community know what help you need with the rule changes.

Thanks, and kind regards,
Bill

John Funk · Answer

Hi Suvarna,

Create an automation rule based on Field Value Changed trigger. Select your drop down field.

Then add an IF/ELSE condition - for the first one use Issue Fields Condition with dropdown field name = X Doc.

Then add an action under that Condition for Create Issue.

Then click on the Add Else option in the tree, and do the same for Y Doc, etc.