Send notification on when the Request is initially assigned

matthew_hughes
Kilo Sage

I'm wanting to create a new notification for Requests with a Contact Type of 'Email' or 'Record Producer'. I'm wanting the notification to be sent to the Requestor when the Request is initially assigned (i.e. do not send when a request is reassigned). I've written the following logic within my notification:

Notificaiton screenshot.png

 

However, I'm not sure if this will work as a user can just make the assigned to field empty and then refill it and the notification will generate.

 

How do I get the notification to generate so that it only appears when it's assigned to the first person?

 

1 ACCEPTED SOLUTION

Clara Lemos
Mega Sage
Mega Sage

Hi @matthew_hughes ,

 

What about sending the notification via a Flow? Check out the screenshot attached!

You can replicate the conditions as set above in the trigger and set the Run Trigger to run ONCE , so the notification will only be sent the first time that it is assigned. 

And then, set an action to send the desired notification 

Let me know if it works !

Screenshot 2023-07-12 at 13.27.44.png

 

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4 REPLIES 4

Clara Lemos
Mega Sage
Mega Sage

Hi @matthew_hughes ,

 

What about sending the notification via a Flow? Check out the screenshot attached!

You can replicate the conditions as set above in the trigger and set the Run Trigger to run ONCE , so the notification will only be sent the first time that it is assigned. 

And then, set an action to send the desired notification 

Let me know if it works !

Screenshot 2023-07-12 at 13.27.44.png

 

When I try to select my notification, it times out.

Thanks Clara. That worked

Clara Lemos
Mega Sage
Mega Sage

@matthew_hughes  can you send a print screen?