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ablnsj
Helper ⭐️
Feb 24, 2021 8:03 PM UTC
Solved

Creating a JO event when an assignee or status changes on a CTA

Curious to see how many of you have possibly created a JO event that will trigger when an assignee or status of a CTA changes?  I am not seeing this is possible since the assignee and status fields are static.  Any suggestions on setting this up?  TIA

heather_hansen
VIP ⭐️⭐️⭐️⭐️⭐️
Feb 24, 2021 8:35 PM UTC

@ablnsj I created a field on Call to Action called Status Yesterday and basically, set up a rule to tag it daily.  Then, I could do a comparison between the current status and the status the rule tagged.  If they were different, trigger the JO.

2 replies

heather_hansen
VIP ⭐️⭐️⭐️⭐️⭐️
Feb 24, 2021 8:35 PM UTC

@ablnsj I created a field on Call to Action called Status Yesterday and basically, set up a rule to tag it daily.  Then, I could do a comparison between the current status and the status the rule tagged.  If they were different, trigger the JO.

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ablnsj
ablnsjAuthor
Helper ⭐️
Feb 24, 2021 8:40 PM UTC

Thanks @heather_hansen I was hoping GS would have a way to do this using the existing Status and Assignee fields but does not sound like it.  Thanks for the work around.

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