Automate new checklist item using data from records in another table
Jon Darbyshire
Hey Lowenna Luke, thanks for your feedback! I have a few more questions for you:
- Could you provide an example of the type of data you'd like to use from record fields to populate the checklist item?
- Are there specific record fields you frequently use that you'd like to see integrated into this feature?
- How often do you find yourself needing to manually enter this information?
Lowenna Luke
Jon, sure though it will be for my specific use-case, rather than a general scenario.
So currently, a client will fill in a work request form which I look at and assign the record as either a full project (i.e. web design), or task (i.e. new digital asset). Once the quote is agreed, the status is changed and it will set off automations that will move it to the “project” table and add checklists depending on the type of work.
As Clients can also provide extra information, for snagging or extra content, through the same form. I’d like to assign this record as “snagging” and append it to an existing project as a checklist but there’s no option to insert the information from the record, i.e. brief, due date etc.
In an ideal world, I’d prefer to use sub-items for all of this but it’s not possible to use them with automations, though it has been referred to over a year ago, so guessing it’s proving to be more troublesome.
I know there are other ways around this but I do not want a bloated system as I know I won’t use it.
Jon Darbyshire
Lowenna Luke Thanks for the additional information. We are working on a concept now of Task Templates. This concept would allow you to setup various teamplates and then use rules in an automation to determine which templated tasks to be added as checklist items or as linked records. Do you think that this approach would meet your use case?
Lowenna Luke
Jon, this sounds
exactly
what I need. Happy to trial if you need an end-user scenario ;-)