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I use Trello to track customer follow-ups. When an account rep checks a box in a follow-up checklist, it should automatically add another item with a due date one week later and assign it to the person who checked the box. However, the new items are being assigned to me, Albert, instead of the person who checked the box. I am the one who created the automation.
Notably, when initiating the process with a button (e.g., "Start weekly followups"), it correctly assigns the item to the person who clicked the button. The conditions for the button and the checklist rule seem identical, yet their behavior differs. Why is the automation assigning to me instead of the person who checked the box?
Welcome to the community,
Can you open a ticket for us to analyze your process? We'll need some personal information like the rule, which could be shared here, but the board's link would be nice as well to understand if these users are invited to the board, the board is public, etc...
You can open a ticket at www.trello.com/contact