ChrisNewsome
7 years agoQrew Captain
Automations - Create task and can't select ""scheduled for"" from a list
So I'm trying to create an automation that says "when a job is won, create a task for XX user to schedule the installation"
Under the actions section, when I choose the "scheduled for" field, my only choices are "copy value from another record," "type a value," or "both type and copy values." I tried to type a value and just enter the user's name as it is listed, but that returns a blank field when the automation is fired. Some of the other fields (also marked with a T for text) allow me to choose "select from a list" which would solve this issue. Am I overlooking something simple, or is this just not a function I can do?
Under the actions section, when I choose the "scheduled for" field, my only choices are "copy value from another record," "type a value," or "both type and copy values." I tried to type a value and just enter the user's name as it is listed, but that returns a blank field when the automation is fired. Some of the other fields (also marked with a T for text) allow me to choose "select from a list" which would solve this issue. Am I overlooking something simple, or is this just not a function I can do?