Create email automation for subitems when allocated with a person column

Platform discussions
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1

Hi,

I hope you’re doing well. I’m reaching out to seek your assistance in setting up an email automation for subitems allocation.

Here’s what we have in mind: Whenever a subitem is allocated to someone in the “Person” column of our system, we want an automated email to be sent to that person, notifying them of the assignment.

This is possible on a parent item level and not a subitem level.

Thank You!

2

Hi there Caroline!

Dependent on how these user collaborate on your platform, the first thing you will need to ensure is each user has:

  • Personal Notifications - set these to ensure when assignment is made then an email is sent as a notification.

Once this is set, you can then send a notification to the people column via an automation when the people column changes on the subitem. This way, notifications will be sent to the person not only via an email but also a notification.

Hope this helps and do not hesitate to reach out if you need help!

Mike B
Automation Architect
AXANEXA - Automate Anything