Automated Alert to Someone Based on Parent Info only - not children

Alicia Penner

Hello - I need help creating an automated notification. I want someone to be notified when a project status = Complete. I created an automation that works, except I only want it to work in the PARENT rows, not any of the CHILDREN rows.

I can't figure it out.

Thank you!

Andrée Starå

Hi @Alicia Penner

I hope you're well and safe!

You would need to add a condition that is only in the parent rows or add a so-called helper column that indicates what rows are parents.

Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@workbold.com)

I hope that helps!

Be safe and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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