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Automated Action: Change task stage

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Feryial Mangou

I have added a selection field with values "yes" and "no" 

I want the task to change stage (go automatically to the last one) when the above field is on "no" 


Can someone help me with the python code 

I currently have the following:





Thanks!

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Feryial Mangou
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I have another question if you can help me with it...

I want to send an email whenever a task changes stage but I have specific email for each stage.

I know there is an email template I can set on each stage, how do I trigger it?

Please, post a new forum entry for each question.

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Michael S
Best Answer

I would recommend using "Update the record" as the Action To Do - it will allow you to select the field you want to update on the record, such as state as implied in your description. Also remember that automated actions with a before and after trigger will only perform their action when the base action rule scheduled action is run.

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