We use a task template to build email tasks for our markerting team. The way the templates are set up, I have placeholder text for the topic, but we need to update that manually each time an email is built. Not all users remember this step, so we sometimes end up with situations like this:
Is there a way to create a rule where that TOPIC placeholder can be automatically updated in the task & subtask? I’m digging a bit & found this item, Rules to Rename Tasks - #2 by Andrea_Mayer, but I’m still struggling with figuring out how to make this happen.
As I’m thinking this through, maybe using a form to collect the basic info would make this easier?
You could experiment with using a manually triggered rule, instead of a task template, to build up your task with subtasks.
Use the Variables feature of rules to specify the variable part (e.g. Topic) of task and subtask titles.
You would need custom fields for each variable required and the user would have to specify those first on the task before manually triggering the rule to adjust its name and add the subtasks. You might be able to have the rule only run if the fields needed are first valued (using If conditions).
I’ve not tested this, so perhaps you’ll run into something I didn’t envision, like variables and If conditions that only work with certain custom field types.
