--- title: How Do I Create an Automation To Create a Task Using a Custom Field as a Condition? description: This Time-based Automation will create a Task after a Record hits a certain Status, as long as the Custom Field Condition has been met. --- [Skip to content](https://support.jobnimbus.com/how-do-i-create-an-automation-to-create-a-task-based-on-a-custom-field-on-a-contact-or-job#main-content) English Show submenu for translations [Contact Us](https://support.jobnimbus.com/kb-tickets/new?hsLang=en) ![JN\_Logo\_Long-White@1x.png\]](https://support.jobnimbus.com/hs-fs/hubfs/JN_Logo_Long-White@1x.png?height=40&name=JN_Logo_Long-White@1x.png) Open main navigation Close main navigation - English Show submenu for translations - [Contact Us](https://support.jobnimbus.com/kb-tickets/new) - [Go to the JobNimbus Toolbox](https://www.jobnimbus.com/support/) [Go to the JobNimbus Toolbox](https://www.jobnimbus.com/support/) How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://support.jobnimbus.com/?hsLang=en) 2. [Automations](https://support.jobnimbus.com/automations?hsLang=en) 3. [Automation Recipes](https://support.jobnimbus.com/automations?hsLang=en#automation-recipes) # How Do I Create an Automation To Create a Task Using a Custom Field as a Condition? ## This Time-based Automation will create a Task after a Record hits a certain Status, as long as the Custom Field Condition has been met. Prior to this setup, create a [Custom Field](https://support.jobnimbus.com/how-do-i-create-custom-fields?hsLang=en). This article will cover three Field Type examples: **Text**, **Boolean**, and **Options**. In this article, we will be using a Job as the example triggering record, but you can also choose Contact or Work Order depending on your process. ### Recipes #### **Text Type Field** The **Text** Automation will trigger from the specific text you type into the text box.  1. Choose the **Time-based** trigger type. 2. Select the **Job** trigger record. 3. Run this automation: "**X**" (Where X is the amount of time in Minutes, Hours, Days, Weeks, Months, or Years) "**After**" "**Date Status Changed**". 4. Select +**Add Condition.** 1. If "**\[Custom Text Field\]**"is "**\[enter text\]**" (given variables depend on your personal Custom Field options). 5. Select +**Add Condition** again. 1. If "**Type**" is "**\[Select appropriate workflow\]**" (Workflow Types vary depending on your settings) 6. Select +**Add Condition** again. 1. If "**Status**" is "**\[Select appropriate status\]**" (Status names vary depending on your Workflow). 1. Check the radio for **Require all conditions to be true.** 2. Select +**Add Action.** 3. Choose the **Create Task** action. 4. Create your Task and choose the assignees, then click **Save.** 5. **Save **the Automation when you are finished. ![Automations Time - Recipe 05 Text](https://support.jobnimbus.com/hs-fs/hubfs/Support%20-%20Knowledge%20Base/Knowledge%20Base%20Import/Automation/Time-Based/UI%20Lipstick%20Update/Automations%20Time%20-%20Recipe%2005%20Text.png?width=537&name=Automations%20Time%20-%20Recipe%2005%20Text.png) #### **Boolean Type Field** The "Boolean" Automation is triggered from a true or false statement, determined by checking or unchecking the box within the Record's file. 1. Choose the **Time-based** trigger type 2. Select the **Job** trigger record. 3. Run this automation: "**X**" (Where X is the amount of time in Minutes, Hours, Days, Weeks, Months, or Years) "**After**" "**Date Status Changed**" 4. Select **+Add Condition.** 1. If "**\[Custom Boolean Field\]**" is equal to "**True**" (meaning, this box has been **checked**). 5. Select **+Add Condition** again.  1. If "**Type**" is equal to "**\[Select appropriate workflow\]**" (Workflow Types vary depending on your settings). 6. Select +**Add Condition** again. 1. If "**Status**" is equal to "**\[Select appropriate status\]**" (Status names vary depending on your Workflow). 7. Check the radial for **Require all conditions to be true.** 8. Select **+Add Action.** 9. Choose the **Create Task** action. 10. Create your Task and choose the assignees, then click **Save.** 11. **Save **the Automation when you are finished. ![Automations Time - Recipe 05 Boolean](https://support.jobnimbus.com/hs-fs/hubfs/Support%20-%20Knowledge%20Base/Knowledge%20Base%20Import/Automation/Time-Based/UI%20Lipstick%20Update/Automations%20Time%20-%20Recipe%2005%20Boolean.png?width=535&name=Automations%20Time%20-%20Recipe%2005%20Boolean.png) #### **Options Type Field** The **Options** Automation is triggered from the selected option in a Record's file. 1. Choose the **Time-based** trigger type. 2. Select the **Job** trigger record. 3. Run this automation: "**X**" (Where X is the amount of time in Minutes, Hours, Days, Weeks, Months, or Years) "**After**" "**Date Status Changed**". 4. Select **+Add Condition.** 1. If "**\[Custom Option Field\]**" is equal to "**\[Chosen Option\]**". 5. Select **+Add Condition** again. 1. If "**Type**" is equal to **\[Select appropriate workflow\]** (Workflow Types vary depending on your settings). 6. Select **Add Condition** again. 1. If "**Status**" is equal to **\[Select appropriate status\]** (Status names may vary depending on your Workflow). 7. Check the radial for **Require all conditions to be true.** 8. Select **+Add Action.** 9. Choose the **Create Task** action. 10. Create your Task and choose the assignees, then click **Save.** 11. **Save **the Automation when you are finished. ![Automations Time - Recipe 05 Options](https://support.jobnimbus.com/hs-fs/hubfs/Support%20-%20Knowledge%20Base/Knowledge%20Base%20Import/Automation/Time-Based/UI%20Lipstick%20Update/Automations%20Time%20-%20Recipe%2005%20Options.png?width=541&name=Automations%20Time%20-%20Recipe%2005%20Options.png) There are many potential variables for this kind of Automation and you are free to customize it to meet your specific needs. **Engage:** Easily add an Action to any Automation to include a text message with Engage. 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