I currently have an automation set up across all our pipelines so that anytime a project stage is changed to 'confirmed' , the status is automatically changed to 'won'.
I have one sales person (or ‘Owner’) who does not want this automation for her projects. IS there a way to add this into the automation? Currently, the trigger conditions have to all follow an AND statement or all have to be OR statements so I need a workaround of some kind. Currently the trigger statement is:
If pipeline A OR pipeline B OR pipeline C OR etc = confirmed then the Action is ‘change status to won’. But there is no option to add an AND statement to the trigger function in order to exclude one owner.
If anyone has a workaround please let me know!
Best answer by Michelle from CopperView original
@Mindre, this is a fantastic question! Yes there is a way to combine AND and OR logic in your triggers. I will put together a quick quide for you - hang tight. :)
Here you go!! Let me know if this helps.
Thank you so much for your help!
@Mindre! I’m going to mark the video as Best Answer and add some clarification to the post title for search-ability purposes.
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