Forum Discussion
RyanHaberman
3 years agoQrew Trainee
Not sure if this is helpful but we control all of our status fields with automation triggers. So in your case creating a record triggers Status "pending" selecting a user as Team Member changes status to Status to Assigned and set Check Box Assigned? to True. So the next trigger would include a condition that looks at the Assigned? check box and only moves forward if it is true. Basically, you make status dependent on other factors. The danger with this is you REALLY need to know all the possible scenarios AND make good notes as to what happens when and why so that if your process changes in the future you can update according unlike me who was having users complain "it's broken" because they found a way to skip steps in the automation. Also automations are being phased out (I think, has this changed?) so doing this in pipelines may be better.
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Ryan Haberman
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Ryan Haberman
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