Can you send an email notification for work notes by someone other than the assigned_to makes it?

Travis Michigan
Mega Sage

I would like to set up a notification (work a workplace task) that only sends an email notification to the Assigned_to if the work note was created by someone other than the Assigned_to .  I feel like I'm missing something obvious, any direction would be appreciated.

1 ACCEPTED SOLUTION

sleepycrown
Giga Guru

This should work (providing you also don't want the person leaving the note to get an email):

  • Condition: work_notes CHANGES (on the When to send tab)
  • Set the assigned_to in the 'Who will receive' tab and uncheck 'send to event creator'

This should trigger a notification to the assigned_to when someone else adds to the work_notes and prevent a notification from being sent to the assigned_to if they add to the work notes. 

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2 REPLIES 2

Tony Chatfield1
Kilo Patron

Hi, have you tried adding a trigger condition\filter to the notification?
I haven't tested but something like this should work, Created by IS DIFFERENT from Assigned to.User ID

sleepycrown
Giga Guru

This should work (providing you also don't want the person leaving the note to get an email):

  • Condition: work_notes CHANGES (on the When to send tab)
  • Set the assigned_to in the 'Who will receive' tab and uncheck 'send to event creator'

This should trigger a notification to the assigned_to when someone else adds to the work_notes and prevent a notification from being sent to the assigned_to if they add to the work notes.