Automation for contact column notication, once month by active, for only their projects.

Geilisa

I want to notify everyone in my "Project Leader" column of only their own projects that are active once a month.  

An Automation like... 

Run once a month on this day at this time, 

If project status is active, 

Notify Project Leader of all rows assigned to them.

There doesn't seem to already be a way to group projects by contact for an automation.

Paul Newcome

You would set your trigger to be date based and then select the option for Custom Recurrence to set up the monthly portion.

You would use a condition of the Status column being "Active" to apply the filter.

Then the recipient for the Alert would be "Send To Contacts In A Cell" and you would select the Project Leader column which will only send rows meeting the previous condition to the appropriate Project Leader(s). So if I am leader on rows 1, 3, and 5 (assuming they are all active), I will only be alerted to rows 1, 3, and 5.

Paul Newcome

You would set your trigger to be date based and then select the option for Custom Recurrence to set up the monthly portion.

You would use a condition of the Status column being "Active" to apply the filter.

Then the recipient for the Alert would be "Send To Contacts In A Cell" and you would select the Project Leader column which will only send rows meeting the previous condition to the appropriate Project Leader(s). So if I am leader on rows 1, 3, and 5 (assuming they are all active), I will only be alerted to rows 1, 3, and 5.

Geilisa

I thought I needed to specify that only the projects assigned to them (by row) were to go to each project leader. I see this is built in without needed to specify. Thank you. I tried to run a test to send to myself, but it sent me everything active rather than my own. But how would it know it was mine if I didn't select the project leader column as a condition. Silly me.