Script triggers

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

Go To

• Scripts
• Task processes