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?
Question
Automations - Create task and can't select ""scheduled for"" from a list
+10Which 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]
+10I should note that the person who schedules these installations is not involved in any other part of the job, so they wouldn't be present in a field like "record owner" or "sales rep
+10I was actually able to enter that user's e-mail address in the "type a value" field of the automation and it worked. I will make a second automation for the other territory. I really would like to see your solution to the conditional formula-user field too.
You are a big help as always Mark!
You are a big help as always Mark!
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