Notification trigger in one stage

Shurooq
Tera Contributor

Hello, I want to send a notification when engagement form reach the follow up stage.

I already create a filed for follow up group, and i want to send them the notification to follow up

is this condition correct ? or i need to add a event registry 

Shurooq_0-1706603061919.png

 

1 REPLY 1

Aniket Chavan
Tera Sage
Tera Sage

Hello @Shurooq ,

 

Certainly, your notification conditions seem appropriate. I have one suggestion to enhance the trigger condition. Consider modifying it from "state is follow up" to "state changes to follow up." This adjustment ensures that your notification triggers only when the record's state transitions to the "follow up" state, avoiding unnecessary notifications for other field updates.

 

Feel free to share your thoughts on this suggestion, or if you require any further assistance, I'm here to help.

Please Mark Correct if this solves your query and also mark 👍Helpful if you find my response worthy based on the impact.

 

Thanks,

Aniket