How do I make a field change automatically?
Each automation is a rule on the field whose change starts it. When that field changes and the conditions hold, the rule sets or clears fields on the item or on its child items.
Add an automation
Section titled “Add an automation”- In Settings → General → Fields, open the field, then choose Automations.
- Choose Add rule.
- Under When, choose this item or a child item.
- Under Condition, choose Add condition once per condition. With no condition, the rule runs on every change.
- Under Actions, choose Add action, then Set or Clear.
- Choose which items it changes, then the field. With a child item under When, it can change This item only.
- Choose Save rule.
Choose what a condition tests
Section titled “Choose what a condition tests”- In each condition, the first list picks which items it tests: This item, All children, Any child or No child. A condition on the item type has no such list.
- On the field that starts the rule, Previous value tests the field’s value from before the change. It is offered only with this item under When.
- With two or more conditions, select AND to change it to OR. AND needs every condition to hold. OR needs only one.
Choose the value an action sets
Section titled “Choose the value an action sets”- Value: a value you pick.
- Field: the value of another field on the item.
- Expression: a calculation, on number, date and checkbox fields.
- User who triggered, Today or Tomorrow: on people and date fields.
A Set on Child items can add Only children where to limit which children change.
Switch an automation off
Section titled “Switch an automation off”Use the switch on the rule. A rule that is off keeps its settings and never runs.
You can also ask Chat to make, change or delete an automation. See Ask in Chat.