A new update now allows you to select multiple states when configuring automation conditions for When Field Updated in Projects. Previously, the trigger allowed you to select only one state. This new capability empowers teams to set up more advanced, multi-state logic in just a few clicks.
Follow the steps below to set up your automation using multiple states.
Step 1: From the left-hand panel, open the “Manage Database” dropdown and select “Database.”
Step 2: Click “Additional” and choose “Automations.”
Step 3: Select “Add” to create a new automation.
Step 4: Enter the automation Title and click “Next.”
Step 5: Choose “Project.”
Step 6: Select the Job Type and click “Start Now.”
Step 7: Click “Add Start Trigger.”
Step 8: Select “When Field Updated.”
Step 9: From the dropdown, choose the Field Value you want to track.
Step 10: Enter a field value if required, then click “Save.”
Step 11: After configuring the trigger settings, click “Automation Ends Here.”
Step 12: From the tabs, select “If/Else” condition.
Step 13: Click “Add Condition.”
Step 14: From the dropdown, choose “If Field Value.”
Step 15: In the Select Field dropdown, choose “State.”
Step 16: In the Select Operator dropdown, select “In” (or “Not In” based on your requirement).
Step 17: In the Field Value section, you will now see multiple state options with checkboxes. Select the states you want to include.
Step 18: Click “Save.”
Step 19: Once your automation setup is complete, click “Launch” to activate it.