Automate custom field assignment based on specified conditions
Ability to set an automation for the assignment custom field to be auto assigned upon new idea creation
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larry.gerard@workhuman.com commented
As a idea moves through various states, certain field & custom fields need to be filled out. Automating the filling out the field is possible on known conditions. For example: IDEA submitted by an internal employee for a customer, the employee didn't associate the customer details. In this case we need to be able to force the entry of a known customer or move it into a status of "needs more information" and assign ownership to the employee ( or submitter). Ideally the submitter gets an email, more information required, please add your customer name & email detials to the idea.
Another example, the idea is review and moves into a status " assigned to dev for prioritization". The idea owner (or assignee) should be assigned based on the Forum/Category the idea is associated with.
This would help with the manual look up of who In development or product management own which product(Forum). -
Emily Reidy commented
It would be beneficial to set up automations for Yes/No custom fields. We have a customer field for "PM Reviewed / Updated?" and it would be helpful if this automatically turned to "Yes" when a PM updates the internal status.