I have multiple object types
What i want to figure out is if i have a branch object "blue spot home loans" i want to set l1 approver object to "scott federman" and l2 approver to "allie stewart" how would i go about doing this with automation?
Seems like it would be most logical to store the L1 and L2 approvers as user attributes on the Branch object type? Then it would be easy to update the approvers when needed in Insight.
If you have a Branch Field custom field storing Branch objects you can update the L1 Approver and L2 Approver fields in automation with a smart value like this:
Trigger on Field value changed (Branch Field)
Edit issue action:
Set "L1 Approver" field: {{issue.Branch Field.L1 Approver}}
/Björn
Include the lookup objects and fill in the IQLin Automation and edit the fields with smart value
This community post will help how to achieve that
Let me know if you have any further questions
Thanks,
Pramodh
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