Automation Action: Write Comment | Voters

Automation Action: Write Comment

in progress

Layla at ProcessDriven

It would be helpful to be able to add a Comment to the Trigger Record as an additional Action type.

(Bonus points if you could also add a Common to a record beyond the Trigger Record, such as related Records or other Records that are the result of a Lookup.)

November 1, 2022

Axely Congress

I added this as well. Should have looked first. Agree completely here.

David Pfeffer

Hi, any update on this?

Office 6 Stars Cleaning

email automations to also write comments so we can see all the history

Oscar Viniegra

It's be important to be able to use @mention when writing the comment through the automation

Jon Darbyshire

marked this post as

in progress

Stoyan Daskaloff • Design Lead @ SmartSuite

Layla at ProcessDriven how are you today :) 
Here's what we have for the Add Comment automation, it still has some small things to be polished though.
As you can see, you'll be able to add comments to the records that come from the trigger OR you'll be able to add comments to the records that come from the FIND action.
Let us know what you think :)

Layla at ProcessDriven

Stoyan Daskaloff • Design Lead @ SmartSuite: hello again! 😊 
This looks perfect, Stoyan! 
I'm just curious though..."Select Records to Add Comment to" --> Records? Is multi-select going to be available for record selection? (That'd be exciting...!)

Stoyan Daskaloff • Design Lead @ SmartSuite

Layla at ProcessDriven: I'm glad you like it Layla :) 
The idea so far is to be able to add a comment to a single or multiple records - it will all depend either on the Trigger or on the Find Records action. The Find Records action will return from 1 up to 100 records which gives you the flexibility to add a comment on a certain record or multiple records based on the find conditions.
Is adding comment to multiple records something that you would like to see ? Can you share some use cases with us ?

Layla at ProcessDriven

Stoyan Daskaloff • Design Lead @ SmartSuite: Yes, comments on multiple records would be awesome.

Use cases:

Project is approved by client. Comment is posted in all Linked deliverables letting people know to get started. (Dependency-style use case.)
Suzy is out on Nov 1st. She sets up an automation that posts "Reminder: I'm OOO today, but I'll check this tomorrow! Thanks, Suzy." for all tasks where she's the Project Manager.
Customer cancels. Comments are posted in the Related records for Account Managers, Billing Team, and Offboarding Team to let them know.

Stoyan Daskaloff • Design Lead @ SmartSuite

Layla at ProcessDriven: awesome use cases, very helpful ! That's definitely what we're after.

Thank you and we'll keep you posted !

GitHub Julian Dumitrascu

Stoyan Daskaloff • Design Lead @ SmartSuite: On what day would you like us to talk about it?

Stoyan Daskaloff • Design Lead @ SmartSuite

GitHub Julian Dumitrascu: hey there. Unfortunately we've postponed the development of this action because of other priorities and features that were requested. We will keep you all posted when we start working on it.

Regards

Jon Darbyshire

marked this post as

planned

This is currently in UI design. We are looking at adding a "comments" field type to all both create and update record actions. This way comments can be added at the same time as other field values.

Once we feel good about the UI, we will share as a reply for any comments.