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doubleohseven
New Contributor II

Automatically populate "Completed On" field in Tasks module when task is marked "Completed"

This may be a trivial question but I assumed incorrectly that the "Completed On" field in the tasks module would automatically populate once a Task was marked as completed but currently it doesn't. Do I need to create a separate playbook to update this or is there a simpler answer?

Thanks,

 

Nelson

1 Solution
anarula
Staff
Staff

Yes, you would need to put together a playbook, that would trigger on Update event with specific field and then update the record back with updated time in the Completed On field.

 

Take a look at this playbook 06 - IRP - Case Management/Indicator - Set Last Seen Date

attached here for your handy reference

CTO (SOAR Business) | VP of Engineering

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1 REPLY 1
anarula
Staff
Staff

Yes, you would need to put together a playbook, that would trigger on Update event with specific field and then update the record back with updated time in the Completed On field.

 

Take a look at this playbook 06 - IRP - Case Management/Indicator - Set Last Seen Date

attached here for your handy reference

CTO (SOAR Business) | VP of Engineering