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
New Participant
Jan 20, 2021 7:56 PM UTC
Question

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

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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3 replies

Level 8
Feb 13, 2021 11:00 PM UTC

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.

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KierstenKollins
New Participant
Feb 23, 2021 10:11 PM UTC

Thanks, Barry!

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SamanthaIsin
Level 7
Jan 21, 2021 7:48 PM UTC

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

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