Change Phase Automation Description
The Change Phase automation aims to allow users to change the project’s phase just by clicking a button.
Change Phase Config Project
Go to the Change Phase Button section in your configuration project; there, you will need to click on the Add an Item button each time you want to add a new button in a section of the project.
Once you have clicked on the Add an Item button, the following section should appear to create an item with two fields that should be filled in for the bot to start changing the project phase just by clicking a button as follows:
Button Selector: Before completing the Button Selector field, there are some essential factors to consider:
- You must have previously created a Taskflow Trigger Button in the section where you want to change the project phase just by clicking a button. To learn more about creating a Taskflow Trigger Button, please visit the Widget Types page.
- There is no need to create or assign a task-flow to the Taskflow Trigger Button, but name it something useful, like "Move to Phase Name."
Once you have created the Taskflow Trigger Button, copy its widget selector and paste it into the Button Selector field. For more information on extracting selectors and field codes, please visit the How to get selectors and field codes? page.
Target Phase: Type the exact name of the phase to which the bot should change the project's current phase.
Once finished, click the Create button, and it will be ready to use. Remember, whenever you need to use the bot, you just have to click on the button previously created in the project.
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