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Ability to use custom fields in Automator

Related products:Freshservice
  • November 16, 2018
  • 7 replies
  • 85 views

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Hi,


We're starting to use the Service Catalog and Automator quite heavily to automate a lot of non-IT processes.  This would be substantially easier if we were able to use custom fields in Automator workflows, e.g. if we had a Service Request for "Contract Review" and a custom field for "Contract Value", it would be great to be able to define a workflow for items of type Contract Review and then be able to select the Contract Value in conditions within the workflow.


To make this easier, it would be good to be able to select what items a workflow applies to when creating it, rather than having the first couple of conditions within the workflow filter them, i.e. we often start a workflow with a condition which is if the type is Serivce Request and the Category is ... or the Item is ...  If these were specified as options to the Workflow, it would make the workflow cleaner, and also allow FreshService to know which custom fields to make available to the workflow.


Thanks,

Neil.

7 replies

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  • Skilled Expert
  • November 16, 2018

Neil, If I am understanding your question correctly you are able to use custom fields in the workflow automator. You have to define the type of SR first though.This is acocmplished through subconditions. Is that what you are looking for?


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  • Author
  • Contributor
  • November 18, 2018

Hi,


Aha!  That allows me to do exactly what I need.  Thanks for pointing it out.


Cheers,

Neil.


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  • Contributor
  • November 30, 2018

Patrick thanks for this.. I too was lost and looking for this exact info!!!


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  • Author
  • Contributor
  • January 15, 2019

 Is it possible to specify an Or evaluation for subconditions?  It seems if I add multiple subconditions to a condition they are all Ands.  What I'm trying to do is test if the value of a field on a service request is "value 1" or "value 2".  I could do it by adding multiple conditions each with one subcondition, but this seems a very clunky way to achieve it.


KDeV
Community Debut
  • Community Debut
  • May 8, 2022

I know this is a really old post, but it just helped me SO much! Thank you, Patrick!


mx370jl
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  • Community Debut
  • November 3, 2023

Is there any way to use custom fields in other parts of the workflow.  For example I want to check if a group exists in azure based on what the requester enters in a field within the request

 


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  • Community Debut
  • November 18, 2023

Hi @mx370jl 

Hope you are well,

Yes, If you’re using the Azure orchestration, You can use the placeholder of the Custom field:

Then the response of which you can check if the Group returned successfully or failed:

This way you can check if the Group in Azure exists or not.

Hope this helps!

Ammar KB