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.
|
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
|
--- 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/order-management/sequences-automation-form-fields.html release: brazil 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/brazil/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** > **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/brazil/markdown/order-management/customer-engagement-sequences-reference.md)
| 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/order-management/sequences-automation-form-fields.html |
| release | brazil |
| topic_type | reference |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | Customer Engagement Sequences referenceSales automationReferenceSales Customer Relationship Management |