The field value source picker is the panel you use to choose where a field's value comes from when setting up an automation rule in Tribe. It helps you understand your options, search for what you need, and configure automations without needing prior training. This guide explains how the picker works and how to use it when setting a value within an automation action. By following this guide, you will be able to configure "Set a value" actions confidently and independently.
Table of Contents
What Does This Feature Do?
Step-by-Step Instructions
Tips or Best Practices
Where Is This Feature Displayed?
What Does This Feature Do?
The field value source picker gives you a clear, structured way to choose where a field's value comes from. Parent and child elements have a clear visual hierarchy, so you can see at a glance how the available options are organised. Every option includes a tooltip with a plain-language explanation and a practical example, so you understand what a value source does without leaving the picker. A search bar lets you find a specific value source by name, with the parent group shown alongside each result for context.
Step-by-Step Instructions
Open an existing automation rule, or create a new one.
Set a trigger and an action — for example, create an appointment.
Hover over any field you want to configure and click the pencil icon.
Review the list that appears. Parent groups are visually distinct from the child items beneath them, making the structure of your options easier to follow.
Hover over any item in the list to see a tooltip with a plain-language explanation and a short example.
Select the option you need. The picker closes automatically once you've made your choice.
Did you know? Enter a term in the search bar to find a specific value source by name. Results show the parent group alongside each match, so you can see where each option sits within the structure.
Tips or Best Practices
Use the search bar when you already know the name of the value source you need. This is faster than browsing through parent groups. If you're unsure which option is right, hover over each item to read its tooltip before selecting it.
Where Is This Feature Displayed?
The field value source picker appears whenever you configure a Set a value action within the automation builder, accessed by clicking the pencil icon on any field.
Quick Summary
You can configure field values within automation rules using a picker with a clear structure, inline tooltips, and a search function. This makes it easy to find and understand the right value source without needing prior training or documentation. Setting up your first automation, or finding a specific value source in a long list, is something you can do independently.