Event automation with form fields 

  • Go to the event automation page, by clicking the Configuration icon on the top right corner of the page. 
  • Choose the scenario “Whenever a status changes to choose status assigned to someone” under the Status Change category. 
  • Then click the “choose status” and then select the available status shown below.  
  • Then click “someone” to choose the users to whom the task is to be assigned.
  • Now the user can select the team members from the drop-down menu or choose the Form Fields that are available in the tasks. 
  • Then click “Apply”. 
  • Next click “Save Automation”. To save this configuration. 
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