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Automation for "In progress " status

Kim Williams March 4, 2024

Hello,  can I set up an automation so that when a requests status is changed to "In Progress"  the "start date" field is populated ?   I have a Service Mgmt Project. 

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Laurie Sciutti
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March 4, 2024

Hi @Kim Williams ~ yes, you can do that!  It would look something like below...

 

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Kim Williams March 4, 2024

Thank you Laurie for the super quick response!   I'm putting this into place for 3 projects now... thank you again so much! 

 

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Laurie Sciutti
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March 5, 2024

Did that work for you, @Kim Williams ?

Kim Williams March 5, 2024

Hi @Laurie Sciutti  so far the first one failed w/error.  In looking at the log file it reads as though I had selected a field that wasn't applicable to update... like "actual start". I'm removing "actual start" and just using "start date" and I'll see if that fixes it.

But you reply showed me how to set it up, so it was super helpful.. thanks again! 

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Laurie Sciutti
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March 5, 2024

@Kim Williams ~ if you don't see your field in the list to select, you can always use the smart values in JSON format to set it.  That is done via the "More options" section below the field selection list.  Here's an example that I use in one of my rules:  

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