Help

Send notification to next collaborator

Topic Labels: Automations
1391 2
cancel
Showing results for 
Search instead for 
Did you mean: 
Amartya_Mukherj
4 - Data Explorer
4 - Data Explorer

Lets say we have 10 tasks assigned to 10 people, which are meant to do the tasks in order. When Person 1 finishes his/her task, I want to send a notification to the person 2 that Person 1 is finished and his/her task2 is ready and waiting for him.

The difficulty I am facing is that the automation is within the same row.

For example:

Buy Vegetables Person A Done
Wash Vegetables Person B To Do
Cut Vegetables Person C To Do

When Person A clicks on Done, Person B should receive an email that his task is waiting. Since these inputs are not in the same row, I am facing toubles with the trigger and action.

2 Replies 2

Try adding a Link Record field for {Previous Task}. That way you could have a Lookup field called {Previous Task's Status} to pull in the item from the {Previous Task}'s {Status} field.

Now you can set your Automation to trigger when {Previous Tasks's Status} = “Done”

I have the same issue the the original post, but I do not understand your answer. Would this be different than adding a Blocked By linked record, or could I use that?