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Status Future consideration
Categories Ideas portal
Created by Alex Horan
Created on Aug 22, 2024

Allow idea automation to include submitting organization as a condition

What is the challenge?

When an idea is submitted or changes status I want the account team members associated with the customer that submitted the idea to be notified (or added as watchers). This is not possible today, and as a result I have to notify all account teams, which means statistically the majority of idea creation/change notifications will not be relevant to them.

What is the impact?

As a result, the account teams get notification fatigue and are less likely to open a new idea notification quickly (or at all). As a result they are not kept up to date on ideas related to their accounts.

Describe your idea

Add a condition, when creating an idea based workflow, that leverages the associated organization of the idea submitter to allow me to have specific actions trigger based on the organization that submitted the idea.

Ideally I could choose multiple organizations (as account teams are responsible for multiple customers) so I don't have to create a rule per customer.


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