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Fusion: Project Status change triggers an Update to a specific user

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Level 1

Hi all,

New to Fusion and looking to set up a scenario where when a Project's Status is changed to ______ (custom status), an update/notification is sent to a specific user on our team to begin a process. Any help/direction would be hugely appreciated as I am figuring a lot of this out on my own.

 

Thanks!

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2 Replies

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Community Advisor

I see a fusion template that might work well for this, and I'm wondering if you've tried it. Here's the link:

https://app.workfrontfusion.com/templates/394-workfront-tailored-notification-based-on-field-change

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Level 5

Instant webhook event to catch status change

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Read module to read user info if you want to add name to message (We usually send updates to owner/sponsor) you did not specify to who

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Create record Update to map the object ID, object type, message to send, and user/team ID to send to

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