Is anyone using an automation that can alert the owner of a project when specific fields in a custom form are filled out? | Community
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KierstenKollins
Community Advisor
KierstenKollinsCommunity Advisor
Community Advisor
January 20, 2021
Question

Is anyone using an automation that can alert the owner of a project when specific fields in a custom form are filled out?

  • January 20, 2021
  • 2 replies
  • 641 views

We are looking to have an email notification that can deploy to the project owner when select fields are filled in by other users at the custom form level. We do have Fusion and I am assuming this may be possible to do through this connector.

Thanks!

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    2 replies

    SamanthaIsin
    SamanthaIsin
    Level 7
    January 21, 2021

    Also interested in how to do this via Fusion (or any other way)

    B
    BarryBu2
    Level 8
    February 13, 2021

    I would think you could chain together

    1. Workfront - Watch Field, specifying 'Project' as the record type and your custom field. Return the project owner ID, project name and the custom field value
    2. Workfront - Read a record, record type 'User' and return the e-mail address
    3. Whatever mail system you use, send an e-mail to the e-mail address returned in 2 with the Project name and field value from 1

    This would need a flow per custom field that was updated.

    KierstenKollins
    Community Advisor
    KierstenKollinsCommunity AdvisorAuthor
    Community Advisor
    February 23, 2021

    Thanks, Barry!

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