Allow Automations to Replace or Append checklist items dynamically
C
Caleb Cook
I have an automation that allows me to apply templates from a "Project Template" record to a new Project record. It's easy to replace or append text, docs, etc - but the Checklist field can't be copied over.
Right now, Automations only allows you to "hardcode" the checklist items into the automation itself. I would love to have a way to Replace or Append the choices based on my "Template" record's checklist field.
I see that you already accommodate arrays when using the Links field type (with multiple options allowed) so hopefully the ability to dynamically copy or append checklist fields from another field can be added as well. I'm using N8N to accomplish this currently but I'd love to run the automation natively!
Jon Darbyshire
Thank you for posting, Caleb Cook! I have a few more questions for you:
- What specific use cases or scenarios would benefit most from dynamically replacing or appending checklist items?
- Are there any limitations or challenges you currently face with using N8N for this task?
- How frequently do you need to update or modify checklist items in your projects?
C
Caleb Cook
Jon Darbyshire
- The Checklist field is the only field (at least that I've found) where I can't dynamically replace or append items via built-in Automations. Text, SmartDocs, Dates, Links and most other field types allow it, but checklists have to be hard-coded in the automation. Currently that single field not being dynamic in automations is requiring a much more complex trigger to happen in N8N, rather than allowing it to run natively through SmartSuite Automations.
- N8N does the trick, but it just adds another layer of complexity and scaling issues when trying to use this automation across multiple Solutions.
- Any time our team creates a new Project, they choose a "Project Template", so these items are created fairly frequently.