Add "Task Name" Condition to Automation
So, I noticed the improvements made to Nimbus on Automation system.. And they are definitely appreciated.. However, I think they can and should function better.. I spoke to Josh on your Support team and he showed me a work around to my issue.
The issue: I was having I attempted to perform these automations, but they don’t quite function the way I’d like. For example, I created the action to change the status to “send to pending” when task is completed..
However the issue seems to be I can’t specify which task is assigned to changing that status based on what the task is named.. Also, lets say I am further along status wise and complete a task, because of that existing rule, it changes the status back to “send to pending”…
Now, Josh showed me that I can create task types specifically for those individual tasks, but I believe it is really cumbersome method.
For example, I made a rule called "Write Estimate Task" and have it set up as so: When: a Job is Created or Modified, Condition: If Status is equal to Write Estimate (modified), Create Task: Write Estimate.... Okay, so I had to go and add a task type "Write Estimate" in order for the next rule Automation to occur/trigger properly..
Second rule: Write Estimate Complete.. When a Task is Modified, Conditions: If Is Completed is equal to True (modified) AND If Task Type is equal to Write Estimate, Actions: Change Status (Parent Job): Residential - Send to Pending...
As you can imagine, this is quite a lot of work for me as the end user to do, just to make sure this specific rule change I want to happen, happens..
I first need to create a new rule type just for the set of these two rules to happen. Which is messy, because now there are more task type on the pull down menu and it looks messy and can end up being confusing for some users as to which task to choose..
What I believe would be a far simpler method to this is instead of creating new task types, why not create the option to choose task name?
Example: Rule "Write Estimate Task", When: a Job is Created or Modified, Condition: If Status is equal to Write Estimate (modified), Create Task: Write Estimate... First rule would stay unchanged, HOWEVER, I should be able to choose from my existing task types, instead of needing to create a specific task for the second rule to happen..
Second rule: "Write Estimate Complete", When: a Task is Modified, Conditions: If Is Completed is equal to True (modified) AND If Task 'NAME' (apposed to TYPE) is equal to Write Estimate, Actions: Change Status (Parent Job): Residential - Send to Pending.. Hope that makes sense, so instead of the Condition type being based on "task type", it should be based on a "task name"...
OR, here's another method that might work
Create first rule and in second rule, have it point to that first rule. So in the second rule have the option for condition to be: "If rule is equal to "Write Estimate Task" AND If Rule task is completed, then action: Change Status (Parent Job): Residential - Send to Pending...
I hope this makes sense.. I think this would be a much better method then needing to create specific task types just to trigger a rule properly. If have any questions about my idea/suggestion, don't hesitate to contact me.
Not enough community interest.
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JKing commented
..Okay, however, the name of the task wouldn't change because it's already named in The first rule in my example... So the second rule would always target/point to that specific task name.. Or in my second example, Rule 2 could point to that first rule based on that Rules name, and that rules name wouldn't change because it already exists.