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 Field Type examples: Text, Boolean, and Options. We'll be using a Job, specifically, as the 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.
- Choose the "Time based" trigger type
- Select the "Job" trigger record
- Run this automation: "X " (Where X is the amount of time in Minutes, Hours, Days, Weeks, Months, or Years) "After" "Date Status Changed"
- Select +Add Condition
- If "[Custom Text Field]"is "[enter text]" (given variables depend on your personal Custom Field options)
- Select +Add Condition again
- If "Type" is "[Select appropriate workflow]" (Workflow Types vary depending on your settings)
- Select +Add Condition again
- If "Status" is "[Select appropriate status]" (Status names vary depending on your Workflow)
- Check the radio for "Require all conditions to be true"
- Select +Add Action
- Choose the "Create Task" action
- Create your Task and choose the assignees, then click "Save"
- Save the Automation when you are finished
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.
- Choose the "Time based" trigger type
- Select the "Job" trigger record
- Run this automation: "X " (Where X is the amount of time in Minutes, Hours, Days, Weeks, Months, or Years) "After" "Date Status Changed"
- Select +Add Condition
- If "[Custom Boolean Field]" is equal to "True" (meaning, this box has been checked)
- Select +Add Condition again
- If "Type" is equal to "[Select appropriate workflow]" (Workflow Types vary depending on your settings)
- Select +Add Condition again
- If "Status" is equal to "[Select appropriate status]" (Status names vary depending on your Workflow)
- Check the radial for "Require all conditions to be true"
- Select +Add Action
- Choose the "Create Task" action
- Create your Task and choose the assignees, then click "Save"
- Save the Rule when you are finished
Options Type Field
The "Options" Automation is triggered from the selected option in a Record's file.
- Choose the "Time based" trigger type
- Select the "Job" trigger record
- Run this automation: "X " (Where X is the amount of time in Minutes, Hours, Days, Weeks, Months, or Years) "After" "Date Status Changed"
- Select +Add Condition
- If "[Custom Option Field]" is equal to "[Chosen Option]"
- Select +Add Condition again
- If "Type" is equal to [Select appropriate workflow] (Workflow Types vary depending on your settings)
- Select "Add Condition" again
- If "Status" is equal to [Select appropriate status] (Status names may vary depending on your Workflow)
- Check the radial for "Require all conditions to be true"
- Select +Add Action
- Choose the "Create Task" action
- Create your Task and choose the assignees, then click "Save"
- Save the Rule when you are finished
Keep in mind that there are many potential variables for this kind of Automation. Customize it to meet your specific needs.