Automation form fields

reference australia Updated Sep 10, 2026 1 min read sequences-automation-form-fields.md

The Automation form enables you to configure properties and pull data from referenced tables for an automated call attempt.

Dot-walking enables you to access columns from referenced tables so you can pull data beyond the current record into your configuration. For more information, see Dot-walking examples.

Field	Description
Short description	The parent table field containing a value that you want to use as a short description on the call task.
Description	Optional description about the schedule call activity.
Phone number	The parent table field containing the phone number.
Sequence task	Sequence task associated with the call task. This value should be 1.1 - Start sequence > Sequence task record.
Assigned to	Agent assigned to the sequence task.
Priority	Priority of the call task.
Reason for call	Purpose of calling the prospective customer.
State	The state of the call task. The available options include:- Open Work in Progress Closed Complete Closed Abandoned Cancelled

**Parent Topic:**[Customer Engagement Sequences reference](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/customer-engagement-sequences-reference.md)

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---
title: Automation form fields
description: The Automation form enables you to configure properties and pull data from referenced tables for an automated call attempt.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/order-management/sequences-automation-form-fields.html
release: australia
topic_type: reference
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Customer Engagement Sequences reference, Sales automation, Reference, Sales Customer Relationship Management]
---

# Automation form fields

The Automation form enables you to configure properties and pull data from referenced tables for an automated call attempt.

Dot-walking enables you to access columns from referenced tables so you can pull data beyond the current record into your configuration. For more information, see [Dot-walking examples](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/platform-user-interface/dot-walking-examples.md).

<table id="table_dmy_q1m_ghc"><thead><tr><th>

Field

</th><th>

Description

</th></tr></thead><tbody><tr><td>

Short description

</td><td>

The parent table field containing a value that you want to use as a short description on the call task.

</td></tr><tr><td>

Description

</td><td>

Optional description about the schedule call activity.

</td></tr><tr><td>

Phone number

</td><td>

The parent table field containing the phone number.

</td></tr><tr><td>

Sequence task

</td><td>

Sequence task associated with the call task. This value should be **1.1 - Start sequence** &gt; **Sequence task record**.

</td></tr><tr><td>

Assigned to

</td><td>

Agent assigned to the sequence task.

</td></tr><tr><td>

Priority

</td><td>

Priority of the call task.

</td></tr><tr><td>

Reason for call

</td><td>

Purpose of calling the prospective customer.

</td></tr><tr><td>

State

</td><td>

The state of the call task. The available options include:-   Open
-   Work in Progress
-   Closed Complete
-   Closed Abandoned
-   Cancelled

</td></tr></tbody>
</table>**Parent Topic:**[Customer Engagement Sequences reference](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/customer-engagement-sequences-reference.md)