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Status Future consideration
Categories Account settings
Created by Karla Johnson
Created on Nov 12, 2021

Add "Worksheet" fields to Automation Rules

We have a need to driver some automations based on values in worksheet custom field but Aha! doesn't allow us to select worksheet custom fields while creating automation rules.

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  • Michael Bruner
    Dec 5, 2023

    @Nathaniel -- This would be great if worksheet fields could be updated with the automation. A use case here is to capture a date when another field is updated as a time stamp for future reference. We are using a worksheet rather than individual custom field because we are capturing many date fields and want to be efficient in the layout.

  • Ravikiran N
    Jun 11, 2022
    This would be very helpful idea. based on custom equation value , I should be able to update different field or a related record with automation rules.
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    Nathaniel Collum
    Nov 12, 2021

    Thanks for sharing this idea. Would the worksheet values drive conditions in the automation? If not, what did you have in mind?