Overview
As a reminder, you can create an an overall automation rule to trigger creating workspace templates overall based on CRM fields.
This feature takes it a step further. You can also set up rules within a workspace template to hide and show pages, sections, or tasks based on custom fields or other tasks.
Here's some examples for why this might be helpful:
Once [task a] is complete, reveal the next page.
Show the page for [product configuration] IF it's part of the customer's package.
If the customer has [product use case] then show them pages A, B, and C.
If a customer has [software] as part of their tech stack, show them the appropriate section.
🔁 To get the most out of this feature, we recommend you have Dock integrated with HubSpot or Salesforce.
Create & Map Fields from CRM
First, if you plan on creating any rules based on your CRM fields, make sure that you have created and mapped fields you'd like to reference.
These must be created on the Deal/Opportunity or Company/Account object.
Creating Your Rules
Step 1: Navigate to the template in question!
Step 2: Navigate to the section, page, or task you want to create the rule for...
Step 3: Click on the ellipsis to the right of the page, section, or task name.
Step 2: From the dropdown, click Create Automation
For pages:
For sections:
For tasks:
Step 3: On the right-hand panel, click New Automation
Give your automation a name.
We recommend making it specific and based on the trigger, such as "Show Phase 1 page if task [x] is completed"
Choose the desired action (hide or show)
Define when you want that action to happen
This can be based on an opportunity field, account field, and/or task.
Opportunity and Account Fields
You'll be prompted to choose what field you want to reference and the value. If you don't see your field listed, make sure you've added it in your settings (the first section in this article).
Automate based on Tasks
If you automate based on a task, you'll be prompted to choose the task from the drop-down and define what status you want the task to be in.
If needed, add more conditions by clicking the And or Or buttons, then click Save!
Editing, Turning On/Off, or Adding More Automations
Step 1: Navigate to the page, section, or task and click on the blue lightning bolt where the automation currently exists.
Step 2: In the right-hand panel, you can:
Click the toggle to make the automation a draft or active
Edit the rule
Archive the rule
Create a new rule