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Status Shipped
Categories Application
Created by Scott Goldblatt
Created on Feb 13, 2020

Automations: Assign to-do's based upon record assignee

As a user, I would like to automate the assignment of work by also creating to-dos and approvals.

With automations, I can trigger an action to create a to-do when I assign a feature but I am required to pick a static assignee for the automation to function. The assignee is typically the feature assignee in my case, so I would like the action to be conditional and use the current assignee that I just selected.

  • ADMIN RESPONSE
    May 4, 2020

    A single automation rule can now assign users dynamically

    When you assign a user with an automation rule, there is a new option available. You can now select 'the same as' and then choose a user field to copy from, including the record creator or assignee.

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