Automatic Task/Workflow based on entering a certain selection

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G. Matthew Kennedy

• March 14, 2013 23:53

I would like to create a button something like "Complete" that would automatically create a task for specified person.

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  Sara Høeg Højlund-Rasmussen

  • July 27, 2017 10:27

  This is now available on the Premium via workflow automation using GlobiFlow: http://www.globiflow.com/

  Sign up for a trial here: https://podio.com/webforms/15454326/103616

  //Sara - Podio

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  Roger Manche

  • March 15, 2013 00:11

  Matthew you could do this using an external scrip (access the app item via Podio API) and trigger the creation of a new task when the app item changes status/category label to whatever you choose.

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  G. Matthew Kennedy

  • March 15, 2013 00:22

  Roger, is this difficult to do?  I've never written an external script, but usually can manage these techie activities with a little direction.

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  Roger Manche

  • March 15, 2013 00:53

  It's not too difficult. A little bit of php knowledge is required. I've been playing around with the API a few day's ago doing some very basic stuff (send a message to the activity stream, create a task) to understand how I could extend podio with my own functions and streamline my workflow. With the API you can find some creative workarounds for some of the features we users asked to podio but aren't implemented...yet... ;-)

  As an API novice I used the following info and armed with some patience I succeeded :-)
  The getting started guide - https://developers.podio.com/
  This post: Event Based Task Creation - http://www.podiohelp.com/event-based-task-creation/
  The Podio API developer forum - https://help.podio.com/forums/21007072-Podio-API-developer-forums

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  Roger Manche

  • March 15, 2013 00:57

  The event based task creation post from podiohelp also contains an example script you can use and tweak for your own needs.

  Also in the podio API package you'll need to download (see getting started page) you find example files you can use and tweak.

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  Adrienne Lash

  • July 25, 2013 21:45

  Boy oh boy. Thanks, Roger, for posting this information. I've been struggling to figure out how we can automate workflows based on item status changes. I have none of the required php or API knowledge, but it looks like I'm about to add it to my repertoire. Without this feature, we can't figure out how to automate handling and follow up on our ever-increasing stacks of customer inquiries.  

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  Andreas Huttenrauch

  • October 13, 2013 23:31

  As Roger mentioned, the API is very powerful, but most users want a push-button solution.

  I've just launched PodioFlow (http://www.podioflow.com) to enable workflow automation. It's still simplistic and in beta, but it works. PodioFlow will be evolving heavily over the next month.

  All feedback would be very welcome.

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  Marc Naidu

  • December 20, 2015 08:07

  hi @GMT, you can do this using a new category field and have it say create task workflow. It must be set to yes for the trigger to kick off the workflow.

   

  the hassle will be to put this into every workflow you have.

   

  What some advanced workflow engines have is a stop gap measure to stop a workflow from starting as a automatic check.

   

  If x=stop, the workflow will not run. 

   

  You then have the flexibility so be able to associate x with a category field or button of sorts.

   

  Hope this helps.

   

  We use something like this as we see all kinds of workflows kicks off unintended as it looks for a field change etc and they are often changed to make corrections and such.

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