Unlike formulas, automation markdown-template Actions (e.g. “Append to Document”) do not currently support Rule-entity references like [Step 1 linked item]
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Hi, Matt
Could you please share the use case you have for that request?
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@Polina_Zenevich we can save a lot of automations if we can have this feature.
Since we’ve created tons of templates for
- Templates for tasks (normal tasks, recurring tasks)
- Templates for specific projects (we have 3 different databases for normal projects, client projects and marketing projects)
- Templates for the description field (standard outline for a note, meeting, blog post, sales call etc.)
In the current situation when we trigger a template we can’t
- Create the entity
- Set the field values (assignee for example)
- And add the description (from the template into the entity)
In 1 automation.
Because you can’t use the Step 1 Linked entity (= template) in the description/markdown.
Instead we have a workaround
- Automation 1: When a template is triggered, then create the entity + link the template
- Automation 2: When a template is linked to an entity, then also fill the description from that template and unlink that entity.
We’ve learned this workaround from @Chr1sG.
I can imagine that every user that works with templates needs two automations since we can’t use Step 1 Linked Template Description
Maybe Chris knows how many users work like this?