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

    Access your files securely from anywhere

        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





                              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 Campaigns Resources


                                                                          Zoho CRM Resources

                                                                          • CRM Community Learning Series

                                                                            CRM Community Learning Series


                                                                          • Kaizen

                                                                            Kaizen

                                                                          • 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