Forum Discussion

ChrisNewsome's avatar
ChrisNewsome
Qrew Captain
7 years ago

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 on...
Quickbase Automations
QuickBaseCoachD's avatar
QuickBaseCoachD
Qrew Captain
7 years ago
Which user are you trying to create the [Scheduled for] to be taken from?  ie how to you know who to assign the task to.  Whoever last updated the Job?  ie [Last Modified by]
ChrisNewsome's avatar
ChrisNewsome
Qrew Captain
7 years ago
Can I have that user be somewhat conditional, based on a choice from another field? (we have 2 territories)