Automation when Field Value criteria are Met
Hello All,
I am looking to create an automation and am not quite sure which options to choose.
At a high level, I have two custom fields (Data Approved Date & Legal Approved Date) that are filled out automatically when an issue transitions to a certain status in our workflow. I can get more specific if needed, but dates are automatically added to the custom fields.
When do I trigger the rule to run? If the fields are not null/blank, I want to automatically transition to the next status in the workflow, "Ready for Release".
What would be my "When" be? Also, I am wondering if I need to alter my settings to only run if both of the conditions are true (like adding an "and" between Data Approved Date and Legal Approved Date).
Any automation experts out there? Thanks!
1 answer
Hi @Kallan Sanders , I was going to say I would use Issue transitioned with if statements
but reading your post more I don't think I'm fully understanding your situation. Can you go into more detail of what you want to happen and when?
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