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Status Future consideration
Categories Ideas
Created by Martin W
Created on Jul 30, 2024

Extending fields available for Automation Triggers

What is the challenge?

The number of fields available for use in the rule evaluation are limited. Therefore any automation to streamline processing of entries is restricted

What is the impact?

Many rules need to include a way of limiting the invocation of the rule based on parameters outside those currently available. For example, Organisation attributes are not available to rules such as Organisation or Segments

Describe your idea

Enhance automation triggers to include other parts of the system

An example:

The organisation has an NDA in place with my company which is an attribute (custom field) in the organisation definition. This is not available in the automation rules to enable me to automatically assign visibility to the idea.

Another example would be where the segment is XXXX i want a different Admin Response to be added or want to direct it to a different status


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  • Admin
    Kelly Sebes
    Reply
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    Jul 30, 2024

    @Guest Thank you for the idea! Could you share some specific examples of the rules you would like to create?

    2 replies