Can I use a condition to remove a user from receiving weekly notifications on an automation?
I have a weekly automation set to send to everyone in my 'owner' column. As each owner completes their assignment, they no longer want the weekly reminder to do their work. How can I remove them and keep the rest?
Best Answer
-
Hi @Paulette
To stop completed assignments from receiving weekly notifications, add a "Status" column (e.g., "Not Started," "In Progress," "Completed") if you don’t have one already. Then, update your automation to include a condition that only sends notifications if the "Status" is not "Completed." This way, owners with completed assignments will no longer get reminders while others still will. Let me know if you need help setting this up!
Answers
-
Hi @Paulette
To stop completed assignments from receiving weekly notifications, add a "Status" column (e.g., "Not Started," "In Progress," "Completed") if you don’t have one already. Then, update your automation to include a condition that only sends notifications if the "Status" is not "Completed." This way, owners with completed assignments will no longer get reminders while others still will. Let me know if you need help setting this up! -
@ChristianFinke THANK YOU!! For the quick reply and instruction - I wasn't even thinking about my status column (eyeroll!!)
Categories
- All Categories
- 14 Welcome to the Community
- Customer Resources
- 64.4K Get Help
- 424 Global Discussions
- 136 Industry Talk
- 465 Announcements
- 4.8K Ideas & Feature Requests
- 143 Brandfolder
- 145 Just for fun
- 62 Community Job Board
- 464 Show & Tell
- 32 Member Spotlight
- 1 SmartStories
- 301 Events
- 39 Webinars
- 7.3K Forum Archives