Notify users when a pipeline status changes
Paul King
Notify my team when there are important changes to the status of a job. Currently, we need to communicate these events manually via text or email, which causes delays in job completion.
e.g. When the site work part of a job is complete, notify my office team to begin work on the floorplans.
Here are some example notification rules I may want to configure:
Notification 1: Notify floor planners when site work is complete
- WHENPipeline stage 'Asbestos Surveys > Site Work'
- CHANGES TO'Complete'
- EMAILMark Malone
Notification 2: Notify managers when there's an issue
- WHENPipeline stage 'Asbestos Surveys > Site Work'
- CHANGES TO'Snag'
- EMAILDavid King
Paul King
Merged in a post:
Notifications for job progress
Paul King
Notification reminders for job progress
i.e. if bulk samples have not been marked as sent, we get a reminder.