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

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 Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
Oct 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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