Hi All,
I have a rule trigger that does not activate when I add a task to my project.
What should I look for in getting this action to perform?
Thanks
@Joe_C - are you adding the tasks directly to the referrals section with the community field already set (the only ways to do this are using a task template with that field already filled out or a rule adding the task from another project)?
The way your rule is constructed, the rule will fire immediately upon the task being added to the project (e.g., as soon as you start typing the title in a new line) and will check if both conditions are already met. It’s very possible that your rule is currently running as set up but just failing one or both conditions and not performing the expected behavior.
You could try changing/adding triggers for when the task is moved to a section or when community field is changed.
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