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Summary Contains Automation

Josh Goedert May 23, 2024

Hello,

 

I am trying to set up an automation where if a task is created that contains "New Termination Request" in the summary, it will then create 5 subtasks for our WFM to handle. Now, I should preface this by saying that the task is created by another automation, but would not think that would matter. image.png

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Mikael Sandberg
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
May 23, 2024

Since you mentioned that the task is created by another automation, make sure to go to Rule details and check "Allow rule trigger"

Rule trigger.png

Josh Goedert June 11, 2024

Thank you! I forgot to let you know this worked. Thanks again. 

Like Mikael Sandberg likes this

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