Take your workflows to the next level by incorporating Checklist Field Percent Complete into your automation triggers. This feature lets you trigger actions based on the completion status of checklists.
Plan Availability | All plan types |
Permissions | Solution Managers or Administrators: Required for configuration |
Related Reading |
Checklist Percent Complete as a Condition
Automation triggers now include conditions based on the Checklist Field Percent Complete. This allows actions to be taken at specific completion milestones.
Available Checklist Conditions
Here are the checklist conditions you can use in automations:
All Items Resolved
Triggers when all tasks in the checklist are marked as completed.
Not All Items Resolved
Triggers when at least one task in the checklist remains incomplete.
Percent Complete is Greater Than
Triggers when the checklist’s completion percentage exceeds a specified value.
Percent Complete is Less Than
Triggers when the checklist’s completion percentage is below a specified value.
Checklist Actions
Checklists can also be used in actions - both to create or update records.
You can update the following checklist values:
Description
Due Date
Assignee
Note: If you are performing an update, you can also append options. Select “Append Value” in the action configuration.
Practical Use Cases
1. Task Completion Notification
Scenario: Notify a manager when all tasks in a project checklist are completed.
Condition: Use All Items Resolved to send an email alert when the checklist reaches 100% completion.
2. Midpoint Review
Scenario: Trigger a review process when a checklist reaches 50% completion.
Condition: Use Percent Complete is Greater Than 50% to notify stakeholders.
3. Progress Monitoring
Scenario: Monitor incomplete tasks in a critical checklist.
Condition: Use Not All Items Resolved to send reminders until the checklist is fully complete.
Smart Tips for Success
Combine Triggers: Pair checklist conditions with other automation triggers for more dynamic workflows.
Set Clear Milestones: Use percentages to define actionable points in your projects.
Test Your Conditions: Before activating, test the automation to ensure it behaves as expected.