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

Suvarna December 17, 2024

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

1 answer

2 votes
John Funk
Community Leader
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December 17, 2024

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. 

Bill Sheboy
Rising Star
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January 31, 2025

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

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