At-mentioning the People custom field in Rules

I’m trying to use a comment in Rules to at-mention the person in a custom People field.

Things to know:

  • This is a board for conference sponsorships which is used as a communication tool, not as a place for tasks that are getting completed. There are no assignees and there are only due dates for items that can expire.
  • All the tasks around the sponsorships are linked to the project that the actual work is done.
  • Task Names are the sponsored item
  • We have custom fields for Sponsor (company name), availability, and People (which is the person responsible for the actual deliverable. So if the mobile app gets sponsored the sponsorship team lets me and graphics know what sponsor to recognize on the branding)
  • Sections are also availability based (Right of first refusal, Open, Sold, Expired)

Currently:
The current rule (will attach screenshot at the end) checks for a change in section OR in availability field. Based on the change (open, sold, expired) it updates the thing that didn’t change, and with sold it leaves a comment :
“[TASK NAME] has sold
Sponsor: [SPONSOR FIELD]”

What I need:
I would like that comment to at-mention the People field. I understand that People fields add users as collaborators but when my users see that @their.name they are much more likely to read the comment than if it shows up in their inbox without it.

There doesn’t seem to be a way to do this with the custom People fields or with Collaborators.
any help appreciated

Current Rule:

Hi @Rebecca_Bowen

If I understood you correctly, currently you can do this natively with rules.
Go to the comment box in your rule (the action part), click on the plus sign. It will open up variables.

Choose custom fields, and go to the people field you want. It will allow yo to post a comment tagging the person in the people field already.

Screenshot 2024-06-18 at 12.14.59

And just for clarification, when you have a custom field as people in your project, they are not automatically added as collaborators.

Hope this helps.

1 Like

When I use the people variables like this it doesn’t mention the person, it just adds their email address to the comment.

And just for clarification, when you have a custom field as people in your project, they are not automatically added as collaborators.

thank you for pointing this out, I read that somewhere and didn’t test it first

2 Likes

I also am frustrated that when using the custom People field in a rule, it adds their email address instead of mentioning them - how do we trigger mention for the custom People field? Should the variable not appear under People instead of custom fields?