Options for notifications in Automation

Joel Turlington

Is there a way in automation to have notifications sent from a non-system column? I am creating (or trying to create) a Workflow that, when a checkbox is checked (I have a column for the Project Manager) I need the automation to send the notification to the corresponding Project Manager to verify additional engineering work is complete. However, when I select "Send to contacts in a cell" I only get the system column Modified By:. I need it to look at the Project Manager.

Thanks for any advice!!

Joel Turlington - Verizon - PM

Andrée Starå

Hi Joel,

It will work with any Contact Column, but you’ll need to change the column type of the Project Manager to contact.

Would that work?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

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Andrée Starå

Hi Joel,

It will work with any Contact Column, but you’ll need to change the column type of the Project Manager to contact.

Would that work?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

Joel Turlington

Absolutely works great now!  I greatly appreciate the assistance Andrée! 

Take Care,

Joel

Andrée Starå

Excellent!

Happy to help!