Assign People Automation
Is there a way for this workflow to notify the person when they are assigned?
Answers
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Hi @Merle Hughes. Yes, you can use automated workflows to notify (or alert) a person when they are assigned. This is the setup:
1) Click on the "Automation" menu; click on "Alert Someone..." from the Popular Workflows section
2) Name your workflow
3) Set your trigger by action or date
4) Define your alert; select "Send to contacts in a cell"; select the correlating column
5) Check/change your permissions (if applicable)
6) Customize your message (if desired); including column selections
7) Save your new workflow
If you need further assistance with understanding and setting up workflows, there's a link to a tutorial at the bottom of the Automation menu.
Let me know if this works for you.
-Jen
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