Reference Current Section as Rule Trigger

I’d like to be able to reference the current section a task is in as a starting trigger criteria for rules. You can have a rule trigger when a task is moved to a section and have an action to move a task into a particular section, but we only want the rule to fire if one of the triggers is that the task is already in {{Section_Name}}.

For example, if I have sections corresponding to steps in a process (Step 1, Step 2, Step 3, etc.) and I’m using a separate custom field like ‘Status’ I may want a rule to move from the “Step 1” section to “Step 2” section when the task Status is changed to “Approved” before also updating/changing the Status to “Ready to Review” and re-assignign ownership. Right now I can only create a rule that when the Status = “Ready to Review” move the task to the “Step 2” section, but then that means every time a task in that project has the status changed to “Approved” it’ll move it to the “Step 2” section. I want it to be able to reference the section it’s in so that if section = “Step 1and Status = “Approved” move the task to “Step 2” section. Then if section = “Step 2and Status = “Approved” move the task to “Step 3”.

Correct me if I am wrong, but I do not believe this is possible.

Hi @Ben_Brenner, thanks for taking the time to provide this feedback!

You are correct - there is currently no trigger for “Task is in {{Section_Name}}”.

Hopefully this is something our Product Team can implement for Rules in the future. I’ll loop back in on this thread should there be any updates :slight_smile:

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