I want to set up a rule to assign certain members of our team to be a collaborator on the projects. We have 4 designers and 7 marketing managers who are assigned to certain products. When people make requests via forms, I have a drop down for them to select the people associated with those products. They are not necessarily assigned, but are collaborators. I am setting up rules to that trigger if they select one individual, it assigns them as collaborator. Is there a better way than setting up 11 rules for this. It would be great if there was one rule that said if A is selected, then insert A as a collaborator; if B is selected, then insert B as a collaborator; and so forth.
Ideally this would be when the product is selected on the form so those filling out the form doesn’t need to select the designer and marketing manager but since there is a rule count limit, I am making it a manual rule, but am still going through the rule count quickly. I’d love to automate from the product level to select the two collaborators (designer and marketing manager).
I would like to see more robust conditions when creating rules. I have a project that has tasks added via email. The project currently contains 30 rules because I have to create individual rules for specific people. If I could nest AND and OR rules, I could reduce the number of rules in the project. For example I would like to do the following:
Trigger
{if status is set to “Ready for Review”}
AND
{Task is assigned to Jordan
OR
Task is assigned to Anne
OR
Task is assigned to Candice}
Actions
Move task to a certain section and set the assignee to Clint.
Currently I cannot pair AND and OR triggers in the same rule, so I have to create a separate rule for each task assignment - one for Jordan, one for Anne, and one for Candice.
As far as I can see, you can’t combine AND and OR. I want to check for a certain status AND check (this OR this OR this). You can’t nest the ORs within an AND.