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hover:text-body-secondary-color" data-testid="breadcrumb-1">Additional Automation Options</a><div class="pr-2" aria-hidden="true"><svg width="6" height="10" viewBox="0 0 6 10" class="block h-2 w-2 fill-body-secondary-color rtl:rotate-180" xmlns="http://www.w3.org/2000/svg"><path fill-rule="evenodd" clip-rule="evenodd" d="M0.648862 0.898862C0.316916 1.23081 0.316916 1.769 0.648862 2.10094L3.54782 4.9999L0.648862 7.89886C0.316916 8.23081 0.316917 8.769 0.648862 9.10094C0.980808 9.43289 1.519 9.43289 1.85094 9.10094L5.35094 5.60094C5.68289 5.269 5.68289 4.73081 5.35094 4.39886L1.85094 0.898862C1.519 0.566916 0.980807 0.566916 0.648862 0.898862Z"></path></svg></div><div class="text-body-secondary-color">Attribute Mentioning in Automations</div></div></div><div class=""><div class="article intercom-force-break"><div class="mb-10 max-lg:mb-6"><div class="flex flex-col gap-4"><div class="flex flex-col"><header class="mb-1 font-primary text-2xl font-bold leading-10 text-body-primary-color">Attribute Mentioning in Automations</header><div class="text-md font-normal leading-normal text-body-secondary-color"><p>Use { } or the '+' button to specify attributes for targeted notifications, improved communication, and documentation in automations.</p></div></div><div class="avatar"><div class="avatar__info -mt-0.5 text-base"><span class="text-body-secondary-color"> Updated over 6 months ago</span></div></div></div></div><div class="jsx-ef86202475c6562f flex-col"><div class="jsx-ef86202475c6562f mb-7 ml-0 text-md max-messenger:mb-6 lg:hidden"><div class="jsx-27f84a20f81f6ce9 table-of-contents max-h-[calc(100vh-96px)] overflow-y-auto rounded-2xl text-body-primary-color hover:text-primary max-lg:border max-lg:border-solid max-lg:border-body-border max-lg:shadow-solid-1"><div data-testid="toc-dropdown" class="jsx-27f84a20f81f6ce9 hidden cursor-pointer justify-between border-b max-lg:flex max-lg:flex-row max-lg:border-x-0 max-lg:border-t-0 max-lg:border-solid max-lg:border-b-body-border border-b-0"><div class="jsx-27f84a20f81f6ce9 my-2 max-lg:pl-4">Table of contents</div><div class="jsx-27f84a20f81f6ce9 "><svg class="ml-2 mr-4 mt-3 transition-transform" transform="" width="16" height="16" fill="none" xmlns="http://www.w3.org/2000/svg"><path fill-rule="evenodd" clip-rule="evenodd" d="M3.93353 5.93451C4.24595 5.62209 4.75248 5.62209 5.0649 5.93451L7.99922 8.86882L10.9335 5.93451C11.246 5.62209 11.7525 5.62209 12.0649 5.93451C12.3773 6.24693 12.3773 6.75346 12.0649 7.06588L8.5649 10.5659C8.25249 10.8783 7.74595 10.8783 7.43353 10.5659L3.93353 7.06588C3.62111 6.75346 3.62111 6.24693 3.93353 5.93451Z" fill="currentColor"></path></svg></div></div><div data-testid="toc-body" class="jsx-27f84a20f81f6ce9 hidden my-2"><section data-testid="toc-section-0" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none border-body-toc-active-border px-4"><a id="#h_7c0cf20e6e" href="#h_7c0cf20e6e" data-testid="toc-link-0" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base font-toc-active text-body-primary-color"></a></section><section data-testid="toc-section-1" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_50daaec425" href="#h_50daaec425" data-testid="toc-link-1" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-2" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_43d60d1303" href="#h_43d60d1303" data-testid="toc-link-2" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section></div></div></div><div class="jsx-ef86202475c6562f article_body"><article class="jsx-ef86202475c6562f "><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Attributes</b> are distinct properties, such as the deal creator's <b>name</b> or deal <b>ID</b>, budget <b>number</b>, or the exact <b>name</b> of the project to which a task belongs, or the invoice <b>due date</b>, linked to the <a href="https://help.productive.io/en/articles/8822202-triggers-in-automations">automation trigger</a> (the "When" step of the automation).<br/><br/>Moreover, attributes are essential when defining your rule's "<a href="https://help.productive.io/en/articles/8822219-conditions-in-automations">Check if</a>" steps.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><br/>For example, when creating an automation rule related to <b>updating</b> <b>a</b> <b>task</b>, selecting <b>an attribute</b> such as <b>task assignee</b> ensures that the automation is executed precisely when tasks are assigned<b> </b>to specific individuals.<br/></p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Next to that, <b>adding an attribute as a mention </b>(dynamic field), rather than manually entering its details in your message, ensures that your automated messages or tasks are correct and consistent. It also saves time and reduces the likelihood of errors, resulting in greater work efficiency!</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_7c0cf20e6e">List of Attributes You Can Mention</h1></div><div class="intercom-interblocks-table"><table><tbody><tr><td data-colwidth="154" style="background-color:#e3e7fa80;width:154px"><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-center"><p><b>TASK TRIGGER ATTRIBUTES</b></p></div></td><td data-colwidth="144" style="background-color:#e3e7fa80;width:144px"><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-center"><p><b>DEAL TRIGGER ATTRIBUTES</b></p></div></td><td style="background-color:#e3e7fa80"><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-center"><p><b>BUDGET TRIGGER ATTRIBUTES</b></p></div></td><td style="background-color:#e3e7fa80"><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-center"><p><b>INVOICE TRIGGER ATTRIBUTES</b></p></div></td></tr><tr><td data-colwidth="154" style="width:154px"><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Assignee</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Creator</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Custom fields</b></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Due date</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>ID</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Initial estimate</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Last actor</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Link </p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Number</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Project</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Remaining time</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Slack link</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Start date</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Status</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Task List</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Title</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Worked time</p></div></li></ul></div></td><td data-colwidth="144" style="width:144px"><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Company</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Creator</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Custom fields</b></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Expected Close Date</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>ID</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Lost reason</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Name</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Number</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Owner</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Probability</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Revenue</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Link</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Status</p></div></li></ul></div></td><td><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Company</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Creator</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Custom fields</b></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>ID</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Invoiced percentage</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Name</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Number</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Owner</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Percentage used</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Project</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Link</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Status</p></div></li></ul></div></td><td><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Aging</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Amount</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Amount (no tax)</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Amount credited</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Amount credited (no tax)</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Amount paid</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Amount unpaid</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Amount written off</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Company</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Copied to accounting</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Creator</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Credited</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Currency</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Custom fields</b></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Date created</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Date paid</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Date sent</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Due date</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>ID</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Invoice type</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Link</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Number</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Payment status</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Sent status</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>State</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Subsidiary</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Tax amount</p></div></li></ul></div></td></tr></tbody></table></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_50daaec425"><br/>Mentioning Attributes in Automations</h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>In your <a href="https://help.productive.io/en/articles/8564582-automations-beta">automation</a> journey, each <a href="https://help.productive.io/en/articles/8822225-actions-in-automations">action</a> offers the option to <b>incorporate attributes</b> within specific <b>rich text fields</b>:</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>For the <b>Send Slack message</b> action: In the Message field</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>For the <b>Send email</b> action: In the Message and Subject fields</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>For the <b>Create a comment</b> action: In the Comment field</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>For the <b>Create task</b> action: In the Description field</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>For the <b>Update task</b> action: In the Description field</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>These fields allow you to <b>mention attributes</b> from both the <b>trigger</b> and the <b>conditions</b> you previously added.<br/><br/>For instance, if your <b>trigger</b> involves creating a <b>deal</b> (see below), you can include <b>attributes</b> like the Deal ID, Number, Creator, Status, Name, Owner, Company, Probability, Revenue, and Lost reason in the <b>task description field</b> within your action.<br/></p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1059650904/36022699696acd976bf133e5/Screenshot+2024-05-23+at+13_37_55.png?expires=1732424400&signature=6c072c1069812bc7bb6e6b3f60ed47a51f4088a009a51e901dcee3b39488c3ef&req=dSAiH897nYhfXfMW1HO4zWNg16V4VcnqT7gnwVMdjqQmpy4qyIePrDX7uTfe%0AvHob29PB7yY9K9P2EKM%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1059650904/36022699696acd976bf133e5/Screenshot+2024-05-23+at+13_37_55.png?expires=1732424400&signature=6c072c1069812bc7bb6e6b3f60ed47a51f4088a009a51e901dcee3b39488c3ef&req=dSAiH897nYhfXfMW1HO4zWNg16V4VcnqT7gnwVMdjqQmpy4qyIePrDX7uTfe%0AvHob29PB7yY9K9P2EKM%3D%0A" width="2490" height="1496"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_43d60d1303">How to Mention an Attribute</h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Type "<b>{</b>" or click on "<b>+</b>"<i> </i>in the description/message/comment field and select the attribute you would like to mention.<br/></p></div><div class="intercom-interblocks-image intercom-interblocks-align-center"><a href="https://downloads.intercomcdn.com/i/o/993835342/7f5035dd80e0d45bef6ed6fa/Screenshot+2024-03-17+at+09_06_46.png?expires=1732424400&signature=5dd453a8f684c56c71bcf620a61b3bea8a0bd8e456b16810b3194bf849f640d5&req=fSkkHsp7noVdFb4f3HP0gBk%2FZ8iPnTfSLMBDSsDDn8x%2Bm8%2FDnimuEkztTMQd%0Ag6dJNHdalQiY82c2iA%3D%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/993835342/7f5035dd80e0d45bef6ed6fa/Screenshot+2024-03-17+at+09_06_46.png?expires=1732424400&signature=5dd453a8f684c56c71bcf620a61b3bea8a0bd8e456b16810b3194bf849f640d5&req=fSkkHsp7noVdFb4f3HP0gBk%2FZ8iPnTfSLMBDSsDDn8x%2Bm8%2FDnimuEkztTMQd%0Ag6dJNHdalQiY82c2iA%3D%3D%0A" width="1408" height="1328" style="width:580px"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-callout" style="background-color:#e3e7fa80;border-color:#334bfa33"><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Tip</b>: When referencing attributes, note the numbers displayed in the dropdown menu! </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>These numbers correspond to specific objects linked with the attributes. <br/><br/>For instance, "<b>1 Project</b>" refers to the Project defined in the first step (the "When" step), while "<b>2 Project</b>" refers to the Project specified in the second step (the "Then" step which includes creating a new task).</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1059657157/4394f0049f8a89359a130fa2/Screenshot+2024-05-23+at+13_42_57.png?expires=1732424400&signature=ec9fdc9e2d827dac95a757363640dec229d860b3d9f9101401b2035531924b6b&req=dSAiH897moBaXvMW1HO4ze%2BHcuX4vfRDDGceXhVq2IEzNedd6oVd8VhOflaT%0AEKDQCMsczjtemgLRSpo%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1059657157/4394f0049f8a89359a130fa2/Screenshot+2024-05-23+at+13_42_57.png?expires=1732424400&signature=ec9fdc9e2d827dac95a757363640dec229d860b3d9f9101401b2035531924b6b&req=dSAiH897moBaXvMW1HO4ze%2BHcuX4vfRDDGceXhVq2IEzNedd6oVd8VhOflaT%0AEKDQCMsczjtemgLRSpo%3D%0A" width="2620" height="1488"/></a></div></div><section class="jsx-62724fba150252e0 related_articles my-6"><hr class="jsx-62724fba150252e0 my-6 sm:my-8"/><div class="jsx-62724fba150252e0 mb-3 text-xl font-bold">Related Articles</div><section class="flex flex-col rounded-card border border-solid border-card-border bg-card-bg p-2 sm:p-3"><a class="duration-250 group/article flex flex-row justify-between gap-2 py-2 no-underline transition ease-linear hover:bg-primary-alpha-10 hover:text-primary sm:rounded-card-inner sm:py-3 rounded-card-inner px-3" href="https://help.productive.io/en/articles/8822219-fine-tuning-automations-with-check-if-steps" data-testid="article-link"><div class="flex 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Help Center","footerLogo":"https://downloads.intercomcdn.com/i/o/295088/7d1e9e7d334295930dd163a3/801f1c6d85d7662e8810fa8dcc02754d.png","footerLogoHeight":"110","localisedInformation":{"contentBlock":{"locale":"en","title":"Content section title","withButton":false,"description":"","buttonTitle":"Button title","buttonUrl":""}}},"user":{"userId":"7d31de3f-6bf4-436f-8b90-b4908cec45ca","role":"visitor_role"},"articleContent":{"articleId":"8593185","author":null,"blocks":[{"type":"paragraph","text":"\u003cb\u003eAttributes\u003c/b\u003e are distinct properties, such as the deal creator's \u003cb\u003ename\u003c/b\u003e or deal \u003cb\u003eID\u003c/b\u003e, budget \u003cb\u003enumber\u003c/b\u003e, or the exact \u003cb\u003ename\u003c/b\u003e of the project to which a task belongs, or the invoice \u003cb\u003edue date\u003c/b\u003e, linked to the \u003ca href=\"https://help.productive.io/en/articles/8822202-triggers-in-automations\"\u003eautomation trigger\u003c/a\u003e (the \"When\" step of the automation).\u003cbr\u003e\u003cbr\u003eMoreover, attributes are essential when defining your rule's \"\u003ca href=\"https://help.productive.io/en/articles/8822219-conditions-in-automations\"\u003eCheck if\u003c/a\u003e\" steps.","class":"no-margin"},{"type":"paragraph","text":"\u003cbr\u003eFor example, when creating an automation rule related to \u003cb\u003eupdating\u003c/b\u003e \u003cb\u003ea\u003c/b\u003e \u003cb\u003etask\u003c/b\u003e, selecting \u003cb\u003ean attribute\u003c/b\u003e such as \u003cb\u003etask assignee\u003c/b\u003e ensures that the automation is executed precisely when tasks are assigned\u003cb\u003e \u003c/b\u003eto specific individuals.\u003cbr\u003e","class":"no-margin"},{"type":"paragraph","text":"Next to that, \u003cb\u003eadding an attribute as a mention \u003c/b\u003e(dynamic field), rather than manually entering its details in your message, ensures that your automated messages or tasks are correct and consistent. It also saves time and reduces the likelihood of errors, resulting in greater work efficiency!","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"List of Attributes You Can Mention","idAttribute":"h_7c0cf20e6e"},{"type":"table","responsive":false,"container":false,"stacked":true,"rows":[{"cells":[{"displayWidth":154,"style":{"backgroundColor":"#e3e7fa80"},"content":[{"type":"paragraph","text":"\u003cb\u003eTASK TRIGGER ATTRIBUTES\u003c/b\u003e","align":"center","class":"no-margin"}]},{"displayWidth":144,"style":{"backgroundColor":"#e3e7fa80"},"content":[{"type":"paragraph","text":"\u003cb\u003eDEAL TRIGGER ATTRIBUTES\u003c/b\u003e","align":"center","class":"no-margin"}]},{"style":{"backgroundColor":"#e3e7fa80"},"content":[{"type":"paragraph","text":"\u003cb\u003eBUDGET TRIGGER ATTRIBUTES\u003c/b\u003e","align":"center","class":"no-margin"}]},{"style":{"backgroundColor":"#e3e7fa80"},"content":[{"type":"paragraph","text":"\u003cb\u003eINVOICE TRIGGER ATTRIBUTES\u003c/b\u003e","align":"center","class":"no-margin"}]}]},{"cells":[{"displayWidth":154,"content":[{"type":"unorderedNestedList","text":"- Assignee\n- Creator\n- \u003cb\u003eCustom fields\u003c/b\u003e\n- Due date\n- ID\n- Initial estimate\n- Last actor\n- Link \n- Number\n- Project\n- Remaining time\n- Slack link\n- Start date\n- Status\n- Task List\n- Title\n- Worked time","items":[{"content":[{"type":"paragraph","text":"Assignee","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Creator","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eCustom fields\u003c/b\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Due date","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"ID","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Initial estimate","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Last actor","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Link ","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Number","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Project","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Remaining time","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Slack link","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Start date","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Status","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Task List","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Title","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Worked time","class":"no-margin"}]}]}]},{"displayWidth":144,"content":[{"type":"unorderedNestedList","text":"- Company\n- Creator\n- \u003cb\u003eCustom fields\u003c/b\u003e\n- Expected Close Date\n- ID\n- Lost reason\n- Name\n- Number\n- Owner\n- Probability\n- Revenue\n- Link\n- Status","items":[{"content":[{"type":"paragraph","text":"Company","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Creator","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eCustom fields\u003c/b\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Expected Close Date","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"ID","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Lost reason","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Name","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Number","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Owner","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Probability","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Revenue","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Link","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Status","class":"no-margin"}]}]}]},{"content":[{"type":"unorderedNestedList","text":"- Company\n- Creator\n- \u003cb\u003eCustom fields\u003c/b\u003e\n- ID\n- Invoiced percentage\n- Name\n- Number\n- Owner\n- Percentage used\n- Project\n- Link\n- Status","items":[{"content":[{"type":"paragraph","text":"Company","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Creator","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eCustom fields\u003c/b\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"ID","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Invoiced percentage","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Name","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Number","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Owner","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Percentage used","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Project","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Link","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Status","class":"no-margin"}]}]}]},{"content":[{"type":"unorderedNestedList","text":"- Aging\n- Amount\n- Amount (no tax)\n- Amount credited\n- Amount credited (no tax)\n- Amount paid\n- Amount unpaid\n- Amount written off\n- Company\n- Copied to accounting\n- Creator\n- Credited\n- Currency\n- \u003cb\u003eCustom fields\u003c/b\u003e\n- Date created\n- Date paid\n- Date sent\n- Due date\n- ID\n- Invoice type\n- Link\n- Number\n- Payment status\n- Sent status\n- State\n- Subsidiary\n- Tax amount","items":[{"content":[{"type":"paragraph","text":"Aging","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Amount","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Amount (no tax)","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Amount credited","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Amount credited (no tax)","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Amount paid","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Amount unpaid","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Amount written off","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Company","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Copied to accounting","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Creator","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Credited","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Currency","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eCustom fields\u003c/b\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Date created","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Date paid","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Date sent","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Due date","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"ID","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Invoice type","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Link","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Number","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Payment status","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Sent status","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"State","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Subsidiary","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Tax amount","class":"no-margin"}]}]}]}]}]},{"type":"heading","text":"\u003cbr\u003eMentioning Attributes in Automations","idAttribute":"h_50daaec425"},{"type":"paragraph","text":"In your \u003ca href=\"https://help.productive.io/en/articles/8564582-automations-beta\"\u003eautomation\u003c/a\u003e journey, each \u003ca href=\"https://help.productive.io/en/articles/8822225-actions-in-automations\"\u003eaction\u003c/a\u003e offers the option to \u003cb\u003eincorporate attributes\u003c/b\u003e within specific \u003cb\u003erich text fields\u003c/b\u003e:","class":"no-margin"},{"type":"unorderedNestedList","text":"- For the \u003cb\u003eSend Slack message\u003c/b\u003e action: In the Message field\n- For the \u003cb\u003eSend email\u003c/b\u003e action: In the Message and Subject fields\n- For the \u003cb\u003eCreate a comment\u003c/b\u003e action: In the Comment field\n- For the \u003cb\u003eCreate task\u003c/b\u003e action: In the Description field\n- For the \u003cb\u003eUpdate task\u003c/b\u003e action: In the Description field","items":[{"content":[{"type":"paragraph","text":"For the \u003cb\u003eSend Slack message\u003c/b\u003e action: In the Message field","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"For the \u003cb\u003eSend email\u003c/b\u003e action: In the Message and Subject fields","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"For the \u003cb\u003eCreate a comment\u003c/b\u003e action: In the Comment field","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"For the \u003cb\u003eCreate task\u003c/b\u003e action: In the Description field","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"For the \u003cb\u003eUpdate task\u003c/b\u003e action: In the Description field","class":"no-margin"}]}]},{"type":"paragraph","text":"These fields allow you to \u003cb\u003emention attributes\u003c/b\u003e from both the \u003cb\u003etrigger\u003c/b\u003e and the \u003cb\u003econditions\u003c/b\u003e you previously added.\u003cbr\u003e\u003cbr\u003eFor instance, if your \u003cb\u003etrigger\u003c/b\u003e involves creating a \u003cb\u003edeal\u003c/b\u003e (see below), you can include \u003cb\u003eattributes\u003c/b\u003e like the Deal ID, Number, Creator, Status, Name, Owner, Company, Probability, Revenue, and Lost reason in the \u003cb\u003etask description field\u003c/b\u003e within your action.\u003cbr\u003e","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1059650904/36022699696acd976bf133e5/Screenshot+2024-05-23+at+13_37_55.png?expires=1732424400\u0026signature=6c072c1069812bc7bb6e6b3f60ed47a51f4088a009a51e901dcee3b39488c3ef\u0026req=dSAiH897nYhfXfMW1HO4zWNg16V4VcnqT7gnwVMdjqQmpy4qyIePrDX7uTfe%0AvHob29PB7yY9K9P2EKM%3D%0A","width":2490,"height":1496},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"How to Mention an Attribute","idAttribute":"h_43d60d1303"},{"type":"paragraph","text":"Type \"\u003cb\u003e{\u003c/b\u003e\" or click on \"\u003cb\u003e+\u003c/b\u003e\"\u003ci\u003e \u003c/i\u003ein the description/message/comment field and select the attribute you would like to mention.\u003cbr\u003e","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/993835342/7f5035dd80e0d45bef6ed6fa/Screenshot+2024-03-17+at+09_06_46.png?expires=1732424400\u0026signature=5dd453a8f684c56c71bcf620a61b3bea8a0bd8e456b16810b3194bf849f640d5\u0026req=fSkkHsp7noVdFb4f3HP0gBk%2FZ8iPnTfSLMBDSsDDn8x%2Bm8%2FDnimuEkztTMQd%0Ag6dJNHdalQiY82c2iA%3D%3D%0A","width":1408,"height":1328,"displayWidth":580,"align":"center"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"callout","content":[{"type":"paragraph","text":"\u003cb\u003eTip\u003c/b\u003e: When referencing attributes, note the numbers displayed in the dropdown menu! ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"These numbers correspond to specific objects linked with the attributes. \u003cbr\u003e\u003cbr\u003eFor instance, \"\u003cb\u003e1 Project\u003c/b\u003e\" refers to the Project defined in the first step (the \"When\" step), while \"\u003cb\u003e2 Project\u003c/b\u003e\" refers to the Project specified in the second step (the \"Then\" step which includes creating a new task).","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1059657157/4394f0049f8a89359a130fa2/Screenshot+2024-05-23+at+13_42_57.png?expires=1732424400\u0026signature=ec9fdc9e2d827dac95a757363640dec229d860b3d9f9101401b2035531924b6b\u0026req=dSAiH897moBaXvMW1HO4ze%2BHcuX4vfRDDGceXhVq2IEzNedd6oVd8VhOflaT%0AEKDQCMsczjtemgLRSpo%3D%0A","width":2620,"height":1488}],"style":{"backgroundColor":"#e3e7fa80","borderColor":"#334bfa33"}}],"collectionId":"9586874","description":"Use { } or the '+' button to specify attributes for targeted notifications, improved communication, and documentation in automations.","id":"8655492","lastUpdated":"Updated over 6 months ago","relatedArticles":[{"title":"Fine-Tuning Automations with \"Check if\" Steps","url":"https://help.productive.io/en/articles/8822219-fine-tuning-automations-with-check-if-steps"},{"title":"Completing Automations: Configuring the \"Then\" Step","url":"https://help.productive.io/en/articles/8822225-completing-automations-configuring-the-then-step"},{"title":"Automations: Examples and Best Practices","url":"https://help.productive.io/en/articles/8822365-automations-examples-and-best-practices"},{"title":"Leveraging Relative Date Fields in Automations","url":"https://help.productive.io/en/articles/9465990-leveraging-relative-date-fields-in-automations"},{"title":"Understanding Relative Person Fields in Automations","url":"https://help.productive.io/en/articles/9466453-understanding-relative-person-fields-in-automations"}],"targetUserType":"everyone","title":"Attribute Mentioning in Automations","showTableOfContents":true,"synced":false},"breadcrumbs":[{"url":"https://help.productive.io/en/collections/7178512-automations","name":"Automations"},{"url":"https://help.productive.io/en/collections/9586874-additional-automation-options","name":"Additional Automation 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