Who would benefit? |
All users |
What impact would it make? |
We currently have custom fields at the workspace level and would like to be able to create automations based on when those fields are changed. For example: We have a custom user field "Program Manager" at the workspace level and we'd like to cascade the value of "Program Manager" from the workspace level to all records within that workspace on a similarly named custom field. If the Program Manager for a workspace leaves the company, we'd like to be able to update it at the workspace level and have all records within that workspace be updated with the new value. |
How should it work? |
Just like other automation rules. Add another rule option to dropdown on automations "Add Rule" button for "Add Workspace" See attached screenshot. |
We have the same exact need. We track the main product manager and product leader for each product (ie. workspace) and need to do a few different things if those names change. Hence, the need for an automation rule for the workspace record.