Script triggers

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There are a number of triggers for tasks and contacts in Planfix scripts. Below, you will find a list of possible script trigger options.

System

  • Modified by:
  • Day of the week when script was triggered
  • Event-triggered by another script

Task

  • Status
  • Assigner
  • Assigner is in a group
  • Assigner is an employee
  • Assigner is a contact
  • Last comment in the task is from a contact
  • Last comment in the task from an employee
  • Last comment in the task is from a robot
  • Assignee (either this user or a group they belong to is specified in the task)
  • Just an assignee (without the group they’re in)
  • Assignee is in a group
  • Assigner is an assignee
  • Assignee is any employee
  • Assignee is any contact
  • With one assignee
  • With several assignees
  • No assignees
  • Participant
  • Participant is in a group
  • Participant is an employee
  • Participant is a contact
  • No participants
  • Task or project auditor
  • Task auditor
  • Project auditor
  • Client manager
  • Available to user
  • Can be edited by user
  • Template
  • Object
  • Object name (pl.)
  • Project
  • Project (with subprojects)
  • Project group
  • Project status
  • Counterparty
  • Activation date of task on hold
  • Name
  • Description
  • Priority
  • Result checking
  • Status
  • Status for the action completer
  • In active status
  • In inactive status
  • Process
  • Contains data tag
  • Does contain data tag
  • Creation date
  • No planned start date
  • With planned start date
  • No due date
  • With planned due date
  • Start date
  • Due date
  • Actual completion date
  • Actual review date
  • Latest comment date
  • Latest change date
  • Date of the latest change or comment
  • Duration
  • No duration
  • Not accepted in time
  • Date of status change
  • In favorites
  • In favorites (with icon)
  • Not in favorites
  • Recurring (periodic)
  • Not recurring (non-periodic)
  • Overdue
  • Not overdue
  • Was overdue, times
  • Summary
  • Includes date change request
  • Not summary
  • Task (with subtasks)
  • Subtasks of the task
  • With contact in any role
  • Does not contain comments
  • Has subtasks
  • Has no subtasks
  • Has active subtasks
  • Has no active subtasks
  • Has subtasks and all of them are inactive
  • Has incomplete checklist items
  • Has no incomplete checklist items
  • Has checklist items
  • No checklist items
  • Field comparison
  • API integration
  • Source
  • Assigner from the Planfix account
  • Working time for the role
  • Non-working time for the role
  • Working time for the employee / group
  • Non-working time for the employee / group
  • Includes a field
  • Does not include a field
  • Contains a value in the field
  • Does not contain a value in the field
  • Task contains a file
  • Task does not contain a file
  • Task contains a file named

Parent Task

  • Parent Task: Assigner
  • Parent Task: Assigner is in a group
  • Parent Task: Assigner is an employee
  • Parent Task: Assigner is a contact
  • Parent Task: Last comment in the task is from a contact
  • Parent Task: Last comment in the task is from an employee
  • Parent Task: Last comment in the task is from a robot
  • Parent Task: Assignee (either this user or a group they belong to is specified in the task)
  • Parent Task: Just an assignee (without the group they're in)
  • Parent Task: Assignee is in a group
  • Parent Task: Assignee in position
  • Parent Task: Assigner is an assignee
  • Parent Task: Assignee is any employee
  • Parent Task: Assignee is any contact
  • Parent Task: With one assignee
  • Parent Task: With several assignees
  • Parent Task: No assignees
  • Parent Task: Participant
  • Parent Task: Participant is in a group
  • Parent Task: Participant is an employee
  • Parent Task: Participant is a contact
  • Parent Task: No participants
  • Parent Task: Task or project auditor
  • Parent Task: Task auditor
  • Parent Task: Project auditor
  • Parent Task: Client manager
  • Parent Task: Available to (user)
  • Parent Task: Can be edited (by user)
  • Parent Task: Template
  • Parent task: Object
  • Parent task: Object name (pl.)
  • Parent Task: Project
  • Parent Task: Project (with subprojects)
  • Parent Task: Project group
  • Parent Task: Project status
  • Parent Task: Counterparty
  • Parent Task: Activation date of task on hold
  • Parent Task: Name
  • Parent Task: Description
  • Parent Task: Priority
  • Parent Task: Result checking
  • Parent Task: Status
  • Parent Task: Status for action completer
  • Parent Task: Active
  • Parent Task: Inactive
  • Parent Task: Process
  • Parent Task: Contains data tag
  • Parent Task: Does not contain data tag
  • Parent Task: Creation date
  • Parent Task: No planned start date
  • Parent Task: With planned start date
  • Parent Task: No due date
  • Parent Task: With due date
  • Parent Task: Start date
  • Parent Task: Due date
  • Parent Task: Actual completion date
  • Parent Task: Actual review date
  • Parent Task: Latest comment date
  • Parent Task: Latest change date
  • Parent Task: Date of the latest change or comment
  • Parent Task: Duration
  • Parent Task: No duration
  • Parent Task: Not accepted on time
  • Parent Task: Date of status change
  • Parent Task: In favorites
  • Parent Task: In favorites (with icon)
  • Parent Task: Not in favorites
  • Parent Task: Recurring (periodic)
  • Parent Task: Non-recurring (non-periodic)
  • Parent Task: Overdue
  • Parent Task: Not overdue
  • Parent Task: Was overdue, times
  • Parent Task: Summary
  • Parent Task: Includes date change request
  • Parent Task: Not summary
  • Parent Task: Task (with subtasks)
  • Parent Task: Subtasks of the task
  • Parent Task: With a contact in any role
  • Parent Task: Does not contain comments
  • Parent Task: Has subtasks
  • Parent Task: Has no subtasks
  • Parent Task: Has active subtasks
  • Parent Task: Has no active subtasks
  • Parent Task: Has subtasks and all of them are inactive
  • Parent Task: Has incomplete checklist items
  • Parent Task: Has no incomplete checklist items
  • Parent Task: Field comparison
  • Parent Task: API integration
  • Parent Task: Source
  • Parent Task: Assigner from the Planfix account
  • Parent Task: Working time for the role
  • Parent Task: Non-working time for the role
  • Parent Task:Working time for the employee / group
  • Parent Task: Non-working time for the employee / group
  • Parent Task: Includes field
  • Parent Task: Does not include field
  • Parent Task: Contains a value in the field
  • Parent Task: Does not contain a value in the field
  • Parent Task: Task contains a file
  • Parent Task: Task does not contain a file
  • Parent Task: Task contains a file named

Contacts

  • Assigner: Group
  • Assigner: Communication language
  • Assigner: Contains a value in the field
  • Assigner: Does not contain a value in the field
  • Assigner's company: Group
  • Assigner's company: Communication language
  • Assigner's company: Contains a value in the field
  • Assigner's company: Does not contain a value in the field
  • Counterparty: Group
  • Counterparty: Communication language
  • Counterparty: Contains a value in the field
  • Counterparty: Does not contain a value in the field
  • Counterparty's company: Group
  • Counterparty's company: Communication language
  • Counterparty's company: Contains a value in the field
  • Counterparty's company: Does not contain a value in the field
  • Assignee: Group
  • Assignee: Communication language
  • Assignee: Contains a value in the field
  • Assignee: Does not contain a value in the field
  • Assignee's company: Group
  • Assigner's company: Communication language
  • Assignee's company: Contains a value in the field
  • Assignee's company: Does not contain a value in the field
  • Participant: Group
  • Participant: Communication language
  • Participant: Contains a value in the field
  • Participant: Does not contain a value in the field
  • Auditor: Group
  • Auditor: Communication language
  • Auditor: Contains a value in the field
  • Auditor: Does not contain a value in the field


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