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Question

Automation Template

  • March 17, 2026
  • 1 reply
  • 122 views

Struggling to implement the new automation blocks → automation template. 

End result is I want users to be able to make an automation like “When {start_date} or {end_date} changes, update {timeline}.”

I’ve set up two automation blocks. One trigger with sentence “When {Start Date} or {End Date} changes,”. One action with sentence “update {timeline}” 

(screenshot attached of inputs and outputs for both)

I then try to add “Automation Template” feature to connect the two. But my automation blocks are not selectable from dropdown lists inside Automation Template setup. What am I doing wrong?

Automation template setup - can’t see trigger or action in available options?



 

Trigger setup
Action setup

 

1 reply

  • New Participant
  • March 19, 2026

I hope you have created a single app 
and created following feature types :
1) Feature : Automation Block 
      For Custom trigger
2) Feature: Automation Block 
      For Custom Action
3) Feature : Automation Template 
     For Automation Template