Let Super Agents edit Custom Relationship Fields
Lilly
I currently use complex automations to create tasks in the relevant list in my Communications folder when triggered by a field in my Project Briefs list, then set the triggering task as the value for the new task's "Project Brief" custom relationship field. I was attempting to switch to Super Agents to improve for this process, but I ran into a hitch when the super agents weren't able to set custom relationship values.
Log In
Ole Henrik Fjeld
Agreed. Agents should be able to view/edit custom relationships as well as other custom fields.
Here is my example: i have a "Customer" custom relationship field in my project task. When a new project is created, I want an agent to identify the customer from a separate customer space, and create a relationship between the project and the customer if it can find a match. I've set up the agent, but it is blind to custom relationship fields, and so it fails.