What is an Action?

An automation action is a step that performs a task, activity, event, or change. Think of a action as:

When Something happens (the Trigger) and These Conditions are true, then This Event (the Action) occurs.

SmartSuite's Create a Comment action allows you to automatically and dynamically comment on records within a Table in SmartSuite based on the criteria set. If you haven't already, we also recommend that you check out our articles on creating an automation and managing automations for more information about setting up new workflows.

Setup

Simply click the Automations option in the Solution drop-down menu (see image below).

Note: This action requires Solution Manager permissions or the Administrator role. To learn more, please see our article on roles and permissions.

Accessing the Automations configuration interface:

Create a New Automation

Once the Solution Automations dialog is displayed, click Add Automation to begin creating an automation that will interact with SmartSuite's Create a Comment action.

Choose a Trigger

You will need to set up a trigger to tell the Automation when to run and which record to use as either the source of your data or the target of the action - or both!

Select the Create a Comment Action

After creating your automation and selecting your Trigger, you can select Create a Comment from the SmartSuite section of the Add Actions list.

How to Configure the Create a Comment Action

Verify the Solution & Table

The solution & table selections are inherited from your trigger, but you have the ability to change this to any other table within SmartSuite. This will determine what other steps can be selected that you'd like to add comments to.

Select Records To Add Comment To

This will let you select the triggering record or any records found by a previous Find Records action. The default will be the trigger, but you'll be provided a dropdown to change the selection. If you don't see a previous Find Record step in the list, you will want to make sure that you have the correct Solution & Table selected.

Configure the Comment

The Comment, Assign To, and Attachments sections can all be mapped based off any single record step of information in the previous steps such as the trigger or the Find Record step. In the case of Assign To, you can also select directly from the member directory based on the list of users that can access the table.