You can now automatically create a task when someone fills out a selected input field, or copy the quote items to the regular items when a checkbox is checked!
Automatic task creation when a form field is filled out
- A new automation that runs when input fields added to the application are completed, automatically adding a task to the colleague or user group it is assigned to.
- It only runs once within an application element; if you fill out the input field, then delete it, and fill it out again, the automation will not trigger.
- The task can include the type of task, description, responsible user or user group, deadline, and start time.
Automatic copying of quote items when a checkbox is checked
- A new automation that runs when a checkbox added to the application is checked, automatically copies the accepted quote items to the normal items.
- It only runs once within an application element; if you check the box, then uncheck it, and check it again, the automation will not trigger.
- Sending out a new version of the quote will not impact its operation.