Add custom fields data to notes with automated task
Hi there,
I am setting up an automation flow (order form) where colleagues can create a task which will add text to the activity's note.
It is important to ensure my collegues add the correct information, therefor I made a custom field mandatory for them to fill in.
Now I want to add the information from the custom field to note's of the updated activity. However this does not seem possible.
Any way to fix this?
Best Answer
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Hey @Klearly,
If you are using an activity-based trigger for automation, the data from the person entity will not be directly accessible in the automation flow. But based on similar community posts,
Similar to what was mentioned in the post, if you can make a pseudo update to the Person entity after the conditions and before the step to update the activity, you will be able to access Person-related data in the automation. I can also share an example setup, I hope this helps:
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