Hello everyone!
We run a fabrication business and we have designers (People and/or Companies) that have specific requests for unique paperwork each time we complete a project for them. I’m trying to find a way to use automated workflow to generate a task when that specific person/company is used in a project, it will put a task in that project to remind us to send that paperwork. Unfortunately, it’s a smaller pool so making it work for all projects isn’t really an option.
If anyone has an idea how to do this or even another route we can take, it would be greatly appreciated.
Thank you!