Assign People Automation

Donni Matthew

I'm having an issue using this feature. I've attached a copy of my automation that I set up. The Sr. Manager column is a Contact Type column that allows for multiple contacts. When this automation runs, it only assigns Ilene if any of her conditions exist; but it doesn't add Andrea if her conditions exist. This seemed simple to set up but now I'm wondering if I'm missing something.

AssignPeopleAutomation.jpg

Donni Matthew

I figured that one out. I just made it one automation again & made the first (left) automation for the scenarios where both Ilene & Andrea would be added to the Sr. Operator column. And it worked fine.

Antonio Figueroa

Antonio Figueroa

I would just create a second automation for Andrea and it should work.

Donni Matthew

Ok, thank you.

Donni Matthew

Well, that didnt work. I got this email (see attached).

I simply removed Andrea from the 1st automation & then created a new automation for her.

AssignPeopleAutomationError.jpg

Donni Matthew

I figured that one out. I just made it one automation again & made the first (left) automation for the scenarios where both Ilene & Andrea would be added to the Sr. Operator column. And it worked fine.