Automation

Automation

Hi All,

Please help about this requirement. 

Requirement: 
1. When a ticket moves in "Make PI Pending" then the same ticket automatically will be opened in " ICD2C" [Note: ICD2C-is a "Sub-Pipeline"] and also that ticket automatically assigned to the responsible person based on Field. 
2.  When a ticket moves in the "Make PI Pending" stage then the "Due date & Time" is automatically set. [Note: "Due date & Time" is a field]
3.  I want once the "Due date & Time" is over then we can see that under the "Delay in Days" automatically.
4. I need to create a "Dashboard" Where we can see the ticket name, Delay in Days, Due date & time, stage or ticket. 
5. Please help me about a Sum of 2 Field. 
Field name: 
Production Date: ( Under the "Date Picker")

Production Days: ( under the "Number Filed")

After adding the two fields, I want once ticket transit from one status to another status, "Due date & Time" automatically will be set based on automation rules.

Example: Production Date (23th April, 2024) + Production Days(7) = Due date & time (30th April, 2024)


Hope I am able to explain in detail. Please help me with this automation rule.

Thank you,
Dvipa

    Zoho Developer Community


        Bootcamp
        Community
        Pricing
        Webinars
        What's New
        Integrations
        Contact Support
        Contact Sales



            Zoho Survey Resources
              Features
              Survey Templates
              Integrations
              Community
              iOS Mobile Surveys
              Pricing
              Android Mobile Surveys
              Insurvey Blogs
              Insight Blogs
              Tips & Tricks





                            Setup Zoho Bigin in 30 Minitues
                            Latest Feature Updates

                              Zoho Desk Resources

                              • Desk Community Learning Series


                              • Digest


                              • Functions


                              • Meetups


                              • Kbase


                              • Resources


                              • Glossary


                              • Desk Marketplace


                              • MVP Corner


                              • Word of the Day




                                  Zoho Marketing Automation
                                    Zoho SalesIQ Resources


                                          Manage your brands on social media
                                          Access Zoho Social

                                            Zoho Pagesense Resources


                                                Zoho TeamInbox Resources

                                                  Zoho DataPrep Resources



                                                    Zoho CRM Plus Resources

                                                      Zoho Books Resources


                                                        Zoho Subscriptions Resources

                                                          Zoho Projects Resources


                                                            Zoho Sprints Resources


                                                              Qntrl Resources


                                                                Zoho Creator Resources


                                                                  Zoho WorkDrive Resources



                                                                    Zoho Campaigns Resources

                                                                      Zoho CRM Resources

                                                                      • CRM Community Learning Series

                                                                        CRM Community Learning Series


                                                                      • Tips

                                                                        Tips

                                                                      • Functions

                                                                        Functions

                                                                      • Meetups

                                                                        Meetups

                                                                      • Kbase

                                                                        Kbase

                                                                      • Resources

                                                                        Resources

                                                                      • Digest

                                                                        Digest

                                                                      • CRM Marketplace

                                                                        CRM Marketplace

                                                                      • MVP Corner

                                                                        MVP Corner

                                                                      





                                                                      




                                                                          Design. Discuss. Deliver.

                                                                          Create visually engaging stories with Zoho Show.

                                                                          Get Started Now