Custom buttons for triggering automations
in progress
Phil Kurth
It would be very useful to be able to set up buttons that trigger actions.
My main use case would be to add buttons to a board view that make it easy to create a new task based on a template.
The reason I would want a button is because there are some situations where we need to set up a complex task at no specific interval and remembering the template to use can be difficult and error-prone. It's also something that is clearly available on the board.
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Caroline Ginty
in progress
Excited to share that we are currently working on developing a new Custom Field type, called Button, which will enable manually triggering Automations for a particular task. Stay tuned for updates here!
Caroline Ginty
in progress
Excited to share that we are currently working on developing a new Custom Field type, called Button, which will enable manually triggering Automations for a particular task. Stay tuned for updates here!
Daniel Urbano
Caroline Ginty Great news!! Please keep in mind that having this at location level and for views is also needed.
Pierre Becher
Caroline Ginty sounds good. Will it support to send webhook to Make when button is clicked?
Martin Widemann
Caroline Ginty so nice! <3
Please place it in the top bar, beneath the status button!
Would love to see the new action buttons transitioning the status, instead of selecting status directly.
And please, please remove or disable the ugly play button attached to the status. :-)
Caroline Ginty
Pierre Becher It will support any action that is supported in Automations today; additional actions would be a feature request for Automations. Thanks!
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Stephanie Henry
Caroline Ginty a custom field button sounds great, but what about custom buttons that are not tied to the hierarchy and can be inserted anywhere to trigger an automation? Like what Notion has done, see here: https://www.notion.so/help/buttons
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Megan Justice
Caroline Ginty woohooo! I'm very excited about this!
Mykyta Skibinskii
Caroline Ginty this is literally awesome. Thank you!
Perry Wirth
Caroline Ginty I'm excited to get rid of my Check Box Triggers for automations!
Michael
That's pretty cool Caroline Ginty, but not really what this request is asking.
Caroline Ginty
Michael: I'd love to know more about your use case and what you are looking for; the new Button field will solve for a lot of what others are asking for here. Thanks!
Michael
I'm not really sure I need either Caroline Ginty. I was just observing that this request was to have a button to create a new task. What you're talking about is a button within a task.
EDIT - But it would be nice to have a more streamlined way of creating Tasks/Lists/Folders from templates.
Zoe Macfarlane
Caroline Ginty Please ensure this includes tracking an amount of time for each person who clicks it :)
Joshua Borger
This would definitely be nice. My use that I'm thinking of is-- I can create a custom button for an email automation that I want to use. When I click the button on my list, my automation runs and it sends my supervisor an email with the status of all the tasks in my list. A button would be most helpful because I only need to send updates at certain times, and I can't trigger an automation for a list because automations are only relevant to tasks at the moment. For example, I could set an automation where an email is sent when I change the status on a task, but I want an email to be sent with all the tasks in my list, not just that one.
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Anthony Linnett
A custom automation button is needed. The use-case is that multiple fields are populated with data/relationships. Then the workflow is paused. Then a user returns to trigger the automation by a button.
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Jeff Anderson
Combined with read-only and hidden fields, this will be very powerful. Fields hidden and read-only at the field level.
Zack McLeod
Yes, please! I would love this function. Not sure why we don't have it yet, since other platforms have this. Should be fairly easy to implement I'd believe.
Alex Fazekas
A manual trigger for an automation seems like a basic funtionality that other PM tools use. This would be essential for our agency as well.
Zoe Macfarlane
It would be good to be able to trigger bulk updates using this as well. On press of button update fields for all tasks in list etc
Philippe Feracci
Please add this feature because for the moment it is available with the check box but it can not run the automation multiple times.
Дмитрий Иванов
I need this button in task view to automate: creating task/folder in another list, making relations, sending emails
Caroline Ginty
Merged in a post:
Manual trigger for Automations.
Dawid Czlonka
Would be nice if I could add button visible in task view for triggering automation. Example: [Create test task] => This would create test task, assign to current one and create relation "blocked by".
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