Email Notifs to Users with certain Role

Hi All!

I need to be able to have an automated email sent out to users with a certain role.

I have read the documentation on Email Notifs and watched a couple episodes of Build with Tim but it doesn’t seem that there’s a way to be able to do this.

In this use case: When the form for a project request is submitted, I need the users connected to the record by School, with the Role of Approver to receive an email to alert them that a new project request has been submitted.

I have tried to work around there being no native filter for this by adding a field into the form for ‘Assigned To’ and using the plugin (Auto Select All Connection Values) to populate that field with the email addresses of everyone connected to the same School as the logged in user. I was hoping I would then be able to put a filter on that field to only show Users with the required Role so then I could use that field as the “Send To” in the email settings. Unfortunately, I can’t seem to find a way to apply that filter to the field at all.

Has anybody found a way to apply such a filter?

Thank you

Alex

Is the same person the Approver at each School?

Do you need to fill in the field with the email addresses of everyone connected to the same School, or just the Approver role?

Would appreciate screenshots to help understand your data structure better.

There are several ways to complete this using automations via make.

We have created several scenarios that can complete this task.

Please feel free to reach out for more details.

Adrian S.
EVP Development Team
RMELAS Technology Group
Connect@rmelas.com