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Automation
Anna No edited this page Jun 9, 2022
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- Select target class for automation from dropdown (Card, Space, Board etc).
- Select trigger.
- Based on target class and its attributes supporting Automation render tabs (Move, Add, Remove, Dates, Fields, Custom Fields, Sort, Chunter, Tracker etc), each tab contains several commands which could be added to the trigger (Update/ Sort etc).
- Add commands and Save automation
- target class
- trigger
- fetch query
- list of Automation Commands to execute
One automation item can contain one trigger, but several actions to perform on it.
Move date field means updating it from current value, e.g. moving date value by 1 day would mean to update it to <current value + 1 date>.
Sorting or Setting to the top / bottom of the list would required recalculating ranks on server.
Verify triggering is only once. For example, rule is when the name contains some particular text, then a user updates the name again containing the same text, we should not trigger the action.
Values validation (??)