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

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)  

1 answer

1 accepted

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Answer accepted
Jack Brickey Community Leader Dec 22, 2022

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

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 Community Leader Dec 23, 2022

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.


Like Antoinette Smith likes this

Thank you so much Jack. That worked. 

Like Jack Brickey likes this
Jack Brickey Community Leader Dec 23, 2022

Anytime ! Please consider accepting the answer is such.

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