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How could I auto assign a sub-task based on conditions using automation?

I would like to auto assign a sub task to person A only when certain conditions are true. I have already tried some ways but they aren't working for me. I'm attaching screenshots for reference. 

 

rt2.jpg

2 answers

2 accepted

2 votes
Answer accepted
Alex Koxaras Community Leader Dec 17, 2021

Hi @Shikha Chauhan and welcome to the commynity!

Please try the following rule, and make any necessary modifications on the trigger:

Assign to Subtask.png

0 votes
Answer accepted
Gaurav Community Leader Dec 17, 2021

Hello @Shikha Chauhan 

Welcome to the community!!

I just tested the rule similar to the one which you shared and it works as expected. I would suggest you check the Audit log and that would provide you with details as to what went wrong.

If possible, share the screenshot for that and I would be able to provide help with that.

Please find below the screenshot of the Automation rule which works for me.

Kindly accept the answer if it helps.

Auto Assign Sub-task.JPG

Thank you for the help. Now my rule is working fine.

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