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Automation for Custom Field to Start Date and Due Date for Advance Roadmaps

Ana Murphy
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October 19, 2023

Hello, I'm seeking assistance on how to configure an automation that can automatically fill in the start date and due date from a custom field. This way, these dates can be showcased in the advanced roadmap.

Assets Due Date should be linked to the Start Date,

Article Live should be linked to the Due Date.

help.PNG

 

 

1 answer

2 votes
Mikael Sandberg
Community Champion
October 19, 2023

Hi Ana,

This should be fairly simple to do with automation and smart values. If the custom field is of the date type then all you need to do in your automation is to assign the value of that custom field to the start date/due date like this:

Screenshot 2023-10-19 at 3.25.06 PM.png

You can learn more about smart values here.

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