Automation to Comment to Requester
Hello Wrike community!
I wanted to know how I could setup a custom automation rule so that when the due date of a task that was created from a request form being filled out by a requester is approaching, that the automation will comment to the requester to remind them that the due date is approaching and that potential action will need to be taken by them.
Context:
We have a request form that we use for our staff to fill out to request AV support for a given meeting they are having in our office spaces. I want to setup an automation that will comment to them when their meeting will be occurring in X amount of days, telling them to reply back if they will no longer need AV support.
Thank you!
Hi Ian!
You can definitely do this.
1. You'd make a space-level automation rule that applies to the item type of the AV request (project, task, custom item...) and set the location for the rule to apply (either the whole space or the specific folder).
2. Set the trigger to be "when date is approaching or overdue" so that the field is teh Due Date, the condition is "will be within the next" and then set the amount of time to be the number of days (and don't forget to add "d" after the number to indicate days).
3. Then you set the action to be "add comment and mention". You select "author" from the available checkboxes, and then write your message.
Hi! I believe you need to set up a custom automation. Set the trigger to "Date is approaching or overdue." (Select the due date and set your parameters.) Next, in the "Then do this" section, select "Add comment or at mention." (Select "author" and type your text.)
Here are some screen shots of what that might look like:
Ian Edwards - here's a quick rule that I think does what you want:
What did I miss? Would this work?
Hi Ian Edwards,
sure, you can create it with Automations Tools.
Here what we do.
If due date will be within the next 20 days then Add a comment and mention.
Here the trigger
Here the action
You can mention followers, assignees, author, approvers or specific people
Hello everyone (Sarah Dungey, Ali Moses, Mike Fank, Pietro Poli)!
Thank you all for your comments trying to assist me with accomplishing the aforementioned needs from me and my team. I will go ahead and try to set up this custom automation rule again selecting "author", but to give further clarification into why I did not select that option originally during my prior testing is because the author listed in the task that is created after our AV request form is filled out is Wrike Bot, and not the person that filled out the form.
So my concern is that it would automate a comment to the Wrike Bot instead of the person that filled out the request form.
Thank you!
Basudha Sakshyarika Community Team at Wrike Wrike Product Manager Aprenda sobre as funcionalidades e melhores práticas em Wrike com o nosso Treinamento Webinar Online
Basudha Sakshyarika Wrike Team member Aprenda sobre as funcionalidades e melhores práticas em Wrike com o nosso Treinamento Webinar Online