Trigger automation status to capture overdue field and send notification email

Joanna Mae Natial

Hello,

I was working on this automation for a while seems like I cannot capture the outcome that I want.

Here are the conditions.

For Single PD Issues (subtask) :

Upon transition to AD REVIEW, check Content Proofing field:

(AD Review and Content Proofing are my custom fields)

1. If = Yes—then compare:

   1. If CP Due Time >= transition timestamp (on time): do nothing

   2. If CP Due Time < transition timestamp (late): add label ODCP to issue AND trigger an email to richmond.pagaduan@slidegenius.com

      1. Email subject line: Overdue CP Task

      2. Email contents:

         1. CP Due Time: [value]

         2. Timestamp: [value]

2. If = No—do nothing

Can someone help me with this Thank you

Kalyan Sattaluri_iinm1n

hello @Joanna Mae Natial 

If your sub task status is AD review and the Content Proofing field is a date field, Please set up your rule like below screenshot..

Also, You can access the CP date simply by referring to the field {{Content Proofing}} and the time stamp as {{now}}

So your email will look like

1. {{Content Proofing}}

2. {{now}}

Of course you can change your email content as needed. 

Please note, field name needs to be accurate, if it shows up as Content Proofing, {{Content Proofing}} is correct and {{ContentProofing}} will not work.

Hope it helps.