Assign tasks to multiple contacts when certain criteria is met

KMeyer

Hello! I need help creating a workflow that assigns tasks based on the selected criteria in a multi-select dropdown. TIA!

For instance, I have a multi-select dropdown with five services: A, B, C, D, E

If any of A, B, or C are selected, then Steve should be assigned to the task.

If any of D or E are selected, then Luke should be assigned to the tasks.

But if services are selected that would be assigned to Steve AND Luke (A and E), then both need to be assigned.

John_Foster

Hi @KMeyer,

I am not sure if it is the most simple way, but below is an image showing a conditional path automation that will set it as you would like.

Hope this helps!

John

John_Foster

Hi @KMeyer,

I am not sure if it is the most simple way, but below is an image showing a conditional path automation that will set it as you would like.

Hope this helps!

John

KMeyer

Hi @John_Foster - This worked and is simple to setup, so thank you!