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Status Future consideration
Categories Epic
Created by Guest
Created on Jul 24, 2023
Merged idea

This idea has been merged into another idea. To comment or vote on this idea, please visit A-I-9744 Automation actions to have 'same as' to copy field values.

Automation Rules: Allow a Custom field of a related record to be updated to "MATCH" Merged

We want to set an Automation Rule that will automatically set the value of a custom field at the feature level to "Match" the value in a custom field on the Epic. We also want the ability to make the value unchangeable on the feature - which we can do via the record layout rules. However, the automation rule only takes one static value.

  • David Willequer
    Reply
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    Nov 3, 2023

    Would need this functionality to help support idea A-I-15689. Additionally - I'd like to see options to use related record user fields for populating assignees for tasks / approvals.

  • Danielle Martinez
    Reply
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    Aug 15, 2023

    We need to be able to automate at a feature level updating a related record of feature