Hi there,
The attached screenshot shows an automation rule for the following process:
- trigger manually in project A
- create new activity in project B
- link new task (project A-B)
- change status for task in project A
- send e-mail to team of project B
- monitor status of task in project B
- if status of task in project B equals "5 - done", send e-mail to creator of task in project A.
Unfortunately, the automation is successful only up to and including step 5. The status labels are different in both projects.
I am looking forward to your tips and ideas.
Many greetings,
Christopher
Screenshot
