Survey Trigger

CV1
Tera Contributor

59m ago - last edited 58m ago

Hello everyone,

We currently have a public survey that has been in use for some time. A new requirement has come up: the survey now needs to be sent automatically based on a specific trigger.

Relevant Tables:

  • pm_project

  • pm_project_task

  • pm_m2m_project_stakeholder

Trigger Conditions

  1. The project may have one or more stakeholders defined in the Stakeholder tab.

    • Stakeholders who should receive the survey have the field assessment = "yes".

  2. The project contains multiple project tasks, and one of those tasks is "Installation Milestone".

Requirement

When the "Installation Milestone" task reaches the state Close Complete, the system should automatically send the survey to all stakeholders on the project where assessment = "yes".

 

I’m looking for guidance on how to implement this trigger logic.
TIA

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