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

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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.

Best Answer

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭
    Answer ✓
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    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.



Answers

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭
    Answer ✓
    Options

    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
    Geilisa ✭✭✭
    Options

    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.

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