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.

This article will cover three types of examples: TextBoolean, and Options. We'll be using a Job, specifically, but you can choose Contact or Work Order depending on your process.

Recipes:

Text

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 equal to "[enter text]" (given variables depend on your personal Custom Field options)
  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)
      1. Check the radial 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 Rule when you are finished

      Automations Time - Recipe 05 Text

      Boolean

      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 Rule when you are finished

      Automations Time - Recipe 05 Boolean

      Options

      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 Rule when you are finished

        Automations Time - Recipe 05 Options

       

      Keep in mind there are many variables to this kind of Automation. Customize it to meet your specific needs.