We have a field in our off-boarding ticket, and what we would like to happen is when HR answers yes to the question in the field, an email is sent to our finance team to alert them. Does anyone know how i can set this up?
Hi @Timothy McKay
You could use an automation rule, triggered on a change to the field and which tests the field with a condition before sending the email.
To get you started, please see this documentation:
Kind regards,Bill
Would happen to have step by step instructions
Hi @Timothy McKay -- I essentially provided an outline of all the rule steps. What have you tried thus far to implement the rule?
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