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Categories Ideas
Created by Joe Galanti
Created on Apr 29, 2020

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Trigger Idea Automation Rule based on Idea Category

If someone submits an idea using a specific category I want to be able to configure an automation rule to trigger based on that category.

For example:

I want a to-do automatically sent to Joe for Ideas submitted with category A.

I want a to-do automatically sent to Mark and Max for Ideas submitted with category B.

  • ADMIN RESPONSE
    Apr 30, 2020

    Thank you for your idea. This is currently possible!

    Rules based on the "is updated" trigger option will also be run when new records are created. So if you create an ideas rule with a trigger that runs when the idea "is updated" and a category is added, this should allow you to accomplish your examples.

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  • Joe Galanti
    Reply
    |     May 1, 2020

    Awesome - thanks!

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