Automation action: Add note

Table of contents:

• Setup
  • Add trigger
  • Add the Add note action
• Test your automation

The Add note automation action automatically appends a note to a Note column when a trigger fires. Use this to log contextual messages against records without manual intervention - for example, stamping a timestamp or trigger detail onto a record whenever source content is updated.

If you are not familiar with creating an automation, please view the following article: Creating an automation.

Not the automation action you need? Check out the full list of all automation actions in Gridly.

Setup

After creating the automation, you need to configure the trigger and action. In this example, we'll create an automation that adds a note to the Notes column whenever a source language string is updated.

Add trigger

1. Click Add Trigger, then select Record updated from the dropdown list.
2. In the Watching columns field, select the column you want to watch. We'll select the source language column (Source_enUS) for this example.

Add the Add note action

1. Click Add Step and select Add note from the list of actions.
2. Configure the following fields:
   • Description (optional): Provide a brief description for this trigger/action to help you identify it later (maximum 100 characters).
   • Payload: Enter the message text to be written as a note. Click Select input value for action to insert dynamic values from the trigger.
   • Select output column to hold the result: Select the Note column where the note will be appended.
3. Click Save.

Test your automation

1. Turn on the automation using the switch next to the automation name.
2. Click Test automation. If your automation is not turned on, Gridly will require you to turn it on in a pop-up message.

Don't see what you need? Gridly can support custom development for solutions not available out of the box. Contact support@gridly.com to discuss your requirements.