Filter workflows when an action is created
When you use the Action is created trigger, you can now add conditions based on more action details. This helps a workflow run only for the actions that match your process.
Choose fields and conditions
In the workflow trigger settings, select a field and the operator that should be applied to it. Available fields include:
Title and description
Team assignee, project, project section, parent action, and milestone
Priority, status, privacy, form, urgent, blocked, and risk
Due date, start date, and created by
Labels and assignees
Choose the value that should qualify an action. For example, you can run a workflow when an action is created in a particular project, assigned to a specific team, marked urgent, or given a matching due date.
Match the exact assignees
Use Is exactly when an action must have only the assignees you select, with no additional assignees.
In the trigger conditions, choose Assignees.
Select Is exactly, then choose the required assignee or assignees.
Save the workflow and enable it when ready.
For example, selecting only Alex matches an action assigned only to Alex. An action assigned to Alex and Jamie does not match. If you select both Alex and Jamie, the action must have both and no additional assignees.
Use Is empty when you want to match unassigned actions. For an Action is created trigger, these conditions are checked against the assignments present when the action is created.
Use the expanded trigger in a workflow
Create or edit a workflow.
Select Action is created as the trigger.
Add conditions using the available action fields and operators.
Save and enable the workflow.
Availability and limitations
The workflow evaluates the action details present when the action is created. Existing behavior for status, assignees, and labels remains available. Use the operators shown for each selected field, since available comparisons vary by field type.