How do I make tasks with workflow automator based on form selection?

Hi SnuffleRoe

I think I can help with this one, as it isn’t very obvious to be perfectly honest!

I’ve built a form called Automation - Field Reader Test to illustrate this. The form has a drop-down menu which prompts you to pick a favourite colour (red/blue/green):

In the workflow automator, you can make a condition block for it by having the main condition as a “Ticket Fields.Requested items includes any <Service item name>”, and then a sub-condition which lets you select the drop-down field.

As my example above shows, here’s an example of me checking to see if the drop-down was set to “Red”, and I’ve circled the sub-condition button for you so you can see where it will be once you select your service item.

You can then do a normal workflow to automate based on the drop-down menu values. Here’s an example based on your prompt, where I add a task to the case depending on the option they choose:

Hope this helps :)

Creating a workflow that automates tasks based on selections from a mandatory multi-selection dropdown in your Catalog item form involves setting up conditional rules effectively. This process ensures that tasks are generated according to the specific items chosen by users, streamlining the workflow and improving efficiency.

In many workflow automation tools, such as Zapier, Microsoft Power Automate, or similar platforms, you typically create rules or conditions that respond to user inputs. While these tools may not always use explicit "AND" statements in their conditional logic, you can achieve the desired outcomes by configuring multiple rules, each corresponding to a selected item from the dropdown.

Here's a practical approach:

1. Identify Dropdown Options: Start by identifying the options available in your multi-selection dropdown. For example, if your dropdown includes options like Item 1, Item 2, and Item 3, you'll need a rule for each of these items.

2. Set Up Conditional Rules: Create separate rules for each item:
   - Rule for Item 1: If Item 1 is selected, trigger Task 1.
   - Rule for Item 2: If Item 2 is selected, trigger Task 2.
   - Repeat this pattern for all items in your dropdown that require associated tasks.

3. Handling Multiple Selections: If your form allows users to select multiple items, ensure that each selected item triggers its respective task. This may involve looping through selected items or setting up multiple conditional branches.

4. Tool-Specific Guidance: Consult the documentation or support resources provided by your workflow automation tool. They often offer step-by-step guides and examples tailored to creating complex workflows based on form inputs.

5. Optimizing Workflow: Review and test your workflow to ensure it functions as expected. Adjust rules or conditions as necessary to improve automation efficiency and accuracy.

For additional insights on optimizing workflows and utilizing automation tools effectively. It's a valuable resource for staying updated on best practices and integrating automation into your business processes seamlessly. By following these steps and leveraging the capabilities of your chosen automation platform, you can create a streamlined workflow that responds dynamically to user selections in your Catalog item form.