Automations: Support entity references like "[Step 1 linked item]" in markdown-template Actions

Unlike formulas, automation markdown-template Actions (e.g. “Append to Document”) do not currently support Rule-entity references like [Step 1 linked item].

Hi, Matt
Could you please share the use case you have for that request? :slight_smile:

@Polina_Zenevich

3 Likes

@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 :slight_smile:

Maybe Chris knows how many users work like this?

Also needed this now! Sending email notifications when a comment is linked. I can’t have the body of that comment show in the email. Not the end of the world, but now users need to open fibery just to see the content of the comment.