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Trying to create Automation for a specific Request Name in my project, is this possible?

Antoinette Smith

I have 4 different Service Request forms built and I want to create Automation on 1 of the 4 specifically. Here is what I'm trying to do:

If RequestName = "Name of form" (Can this piece be done?)

then assign and send email (I have this part down)

Accepted answers

Jack Brickey

Hi @Antoinette Smith , I am unfamiliar with RequestName. Is this a custom field possibly or maybe you are referring to Customer request type?

All comments

Jack Brickey

Hi @Antoinette Smith , I am unfamiliar with RequestName. Is this a custom field possibly or maybe you are referring to Customer request type?

Antoinette Smith

Hi Jack,

Sorry, it looks like the proper name of the field is Request Type.

Not sure if that's the same as Customer request type.

Jack Brickey

Yes, that is the Customer request type. Unsure exactly what your trigger is but here is an example that might help you move forward with your automation.

Antoinette Smith

Thank you so much Jack. That worked.

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