Thank you for explaining so thoroughly! I understood everything you said and realize my example failed to illustrate why this couldn’t be done by a “fill in the blanks” recipe, so I’ll dive into the actual practical reason why this would be useful. It might get a little complicated, I hope it doesn’t bore you
This is a collective of make-up artists for weddings, and the goal is to easily get the clients (brides) to read the conditions, prices etc and know which make-up artist is available for a specific wedding date. For this, the client fills out a form, where she chooses which make-up artist (from a drop-down menu, which is associated to the connected “make-up artist” board)- so In reality, column A is “clients” and column B is “make-up artist”. The client’s record (“item”) will appear on the “clients” table and the “progress status” is automatically set to “inquire artist”.
After that, I’ll read the entry and ask this make-up artist if they’re available, and click a button that was created on the clients board that says “artist available”- this triggers an e-mail saying the artist is available and, according to a “fill in the blanks” recipe, will send all the specific info on this artist’s pricing, conditions, etc. and progress status changes to “waiting for client to accept conditions”.
Here’s the catch- when the make-up artist is not available, I want to give the client options, so she’ll know who the alternatives are. Let’s say the client chose Samantha as her artist, who is not available. I’ll click on another button on the board called “artist not available” which will triger an e-mail saying “This artist is not available, please stand-by as we find an alternative” and changes the progress status to “find alternatives”.
After asking all the artists on the team, I’ll send her the options and she’ll send an e-mail saying who she prefers. Let’s say she e-mails saying that of all the options I gave her, she would like to book Charlotte.
What I would like to do is create a rule that says that when I change the “make-up artist column” to Charlotte (her second option), an e-mail is sent (same e-mail that would have been sent if Samantha were available, but applied to Charlotte; and the status would be changed to “waiting for client to accept conditions”.
I know this was long, I hope it was easy to understand!
All the best,