Can automation notifications be setup based on a name within a cell?
I am wanting to setup an automation notification based on a name within a cell if the conditions of another cell indicate "Yes" or "No". Is this possible?
Best Answers
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Hi Paul, when I try this it won't let me save. I get the following message: "Please select at least one contact column". It won't let me select "Requestor".
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Make sure the column you are trying to select is set as a contact type column in the sheet.
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
Answers
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Are you able to provide some screenshots for context?
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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If the Purchase Approved column indicates Yes or No, I would like the person listed in the Requestor field to be sent a notification.
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You would set up an automation so that the trigger is when a field changes, indicate the yes/no field, then set the recipient as "Send to contacts in a cell".
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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Hi Paul, when I try this it won't let me save. I get the following message: "Please select at least one contact column". It won't let me select "Requestor".
-
Make sure the column you are trying to select is set as a contact type column in the sheet.
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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