RELATED IDEAS
Merged idea
This idea has been merged into another idea.
To comment or vote on this idea, please visit A-I-17542 Allow idea automation to include submitting organization as a condition.
Include Organizations in Automation rules
Merged
What is the challenge? |
When integrating Organizations/Contacts data from external source, I want to be able to do automated operations using rules when entries are created and/or updated + introduce possibility to use equations as part of the set of operations available. |
How would you solve it? |
Add Organisations to current data rule set + incorporate available "equations set" (used in Worksheet custom fields and Calculated fields in lists). |
What impact would it make? |
Great improvement to usability and number of use cases possible to be solved when onboarding data from external integrations. |
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I would also appreciate this idea! We have a subset of customer organizations that we keep in a predefined choice field now. When our internal users submit ideas, they must choose from this subset. It would be amazing to be able to populate the larger Organization list field automatically on creation.
Hi @Guest ! Do you have any example rules in mind that you would set up?