VP approval - automation

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Someone fills out the form. One of the questions asks for VP name. Depending on who they select this will send a trigger (same trigger). Does this look right? Then I basically just clone this trigger for every single individual? When this trigger gets sent, it needs to have the entire form sent to the VP so they can approve or deny it based on the info in the form. I tried to test this, but it didn't work :(

Answers

  • Genevieve P.
    Genevieve P. Employee Admin
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    Hey @JenaW

    Very close!

    If they're filling out a Form to create a row, then the trigger would need to be set to when rows are added, not when they're changed.

    You also don't need to specify who it changes to in the first Trigger block if you have purple condition blocks filtering, as the block will identify the person. Does that make sense?

    One last thing to check is your Personal Settings - make sure you have the checkbox checked to send you alerts if you're the one who made the change:

    Cheers,

    Genevieve

  • JenaW
    JenaW ✭✭
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    @Genevieve P. Thank you! That worked :)