hi,
i would like to set an automation rule where once a sub-task is created, a custom field named 'Team' to be populated with the value from the parent's Team field.
i tried to add to my automation rule the smart value but with no luck.
any advise will be much appreciated.
Thanks!
Welcome
Automation rule
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It's often a matter of syntax, especially when dealing with custom fields. I'm inviting you to post a picture of your automation, so we (the Community) can help you. Do scrutinize for sensitive information.
Hope we can help you,
Dick
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thank you! indeed the picture above helped me to fix my rule's settings.
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