Hello everyone, I am relatively new to building workflow automation and I am wondering what is the best way to create an automation for the following scenario.
When submitting a request via a specific catalog item, requester is required to answer “yes” or “no” to 3 different questions. For each question answered, I want a task to be created when the answer is “yes”. Following is a screen shot of how I set it up on ticket automator:
I would like to know if there is an easier way to accomplish the same results?
I’m looking at something similar, but my use case involves technology provisioning as part of onboarding. We have ~800 different job codes and at least three different potential provisioning cases (e.g. computer, tablet, VOIP services) for each code. We hope to solve this by having a single request form and using Custom Objects.
My current best-case for automating this involves a single request form from the user’s side and a separate automation for each provisioning case. The qualification logic will be the same in each instance: (When a service request is raised) → (Request type is employee onboarding) →
But then each use case can be programmed separately from there.
For you, I think you’d find it more useful to have the same kick-off logic, but then have separate automations for “Add task for Design”, “Add task for Copywriting”, and “Add task for Facebook Event”. I understand from discussions here that multiple automation workflows can run with the same trigger conditions; that seems to be the cleanest way to make my use case work, and also seems useful for yours.
I hope this is helpful; let us know whether that works for you!