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How to send email when transition from state to another state

Bola Oye November 25, 2023
  1. I have custom fields set up for 5 users.
  2. when I Transition from A to B User 1 is notified
  3. when I Transition from B to C User 2 is notified
  4. when I Transition from C to D User 1 is notified 
  5. when I Transition from D to E User 3 is notified  

 How do I set up without using automation?  

 

1 answer

1 vote
Ste Wright
Community Champion
November 25, 2023

Hi @Bola Oye 

If you're using a Company-managed Project, you could use multiple custom events in your notification scheme, and add them to each workflow step as a post-function.

Check out this help page which explains how to do that :)

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If this is Team-managed, I think you'd need to use Automation.

Ste

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