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CB auto actions

  • ittp
  • ittp
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5 years 2 months ago #320597 by ittp
CB auto actions was created by ittp
Hi! I hope some one can help me figure this out! This is the case:

I need to setup CB auto action to send email to user, if the change to a certain usergroup. This should only be done once.
I do not want the user to receive an email every time the user's profile is updated.

So what i am looking for is some kind of if condtion.

Hope some one can help! :)

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9 hours 40 minutes ago #342674 by sarah-navin
Replied by sarah-navin on topic CB auto actions
You can do this with CB Auto Actions by triggering on user group change and adding a condition so it runs only once.Recommended approach:
  1. Trigger
    • Set the Auto Action trigger to On User Group Change (not “On User Update”).
  2. Condition (the key part)
    • Add a condition like:
      • If user IS in group X
      • AND
      • If a custom CB field (e.g.
        Code:
        cb_group_mail_sent
        ) is empty or equals 0
  3. Action
    • Send the email to the user.
  4. Mark it as done (important)
    • After sending the email, update the custom CB field:
      • Set
        Code:
        cb_group_mail_sent = 1
This way:
  • The Auto Action only fires when the user is added to the target group.
  • The condition prevents it from running again on later profile updates.
  • The email is sent only once per user.
Without using a custom CB field as a flag, CB Auto Actions cannot reliably prevent repeated emails.

Hope it helps,
Sarah

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