Shauna_Renee:
I understand the automation, but can you explain what you mean by “notify collaborator when added”? I thought that only sent them an email when they are assigned to something and not when a form is submitted. I would prefer that op...
Automation testing will only work if there is an existing record in the table that matches the conditions. I would try to test again after creating a test record with the collaborator tagged in the appropriate field.
Hey Shauna!
I’m happy to report it is possible to notify specific collaborators when a form they have been assigned to gets submitted and you wouldn’t need to use an automation!
When you customize the Collaborator field type, there is a toggle that ...
Hey Jason!
You can leverage this with Automations and would be much easier to set up! Here is how I would set it up:
Automation Trigger: when a record matches conditions - and your conditions would be whenever your Zipcode field is not emptyAutomatio...