Hello there!
I’m currently playing with Fibery (dope software, love it so far!), and I’m trying to create an automation rule to notify the assignee when someone (ex: producer/lead) updates the whiteboard with feedback, for example.
I tried a couple things, but I don’t see where or how to select the whiteboard element. I tried to fix this with the AI, but all the tips weren’t working, so here I am
Hope someone can help (if this is possible to do in Fibery, maybe it’s not right now)
Thanks
Automations react on events/changes to entities. Unless you’re talking about entity cards, the elements on the whiteboard can’t be used to trigger rules.
Like Chris said, automations are on events/changes to entities, and whiteboards are more like a view than actual entities from a data perspective. (If you want to read a bit more on this, you can see here: Split whiteboard view to a "Canvas" field, and a "Network" view)
I wouldn’t rely on whiteboards for data storage, unless you are embedding entities inside the whiteboards. (Mainly because they are not searchable in global search) Instead, I’d rely more on databases and views for data collection, and whiteboard mainly for brainstorming before things are structured. If you share more about what you are trying to achieve, I can try and share a possible approach.
We’re using Excalidraw/Miro type board for feedback to our team members; they add screenshots of their progress (3D models) and we can draw over and write/show feedback that way.
We’ll probably switch to Fibery, and having boards there is a big plus. Maybe the “solution” is to “ping” the assignee in the board each time there’s some feedback ?
If you @someone in a comment, they should get a notification. Obviously, not quite the same as having them defined as a ‘watcher’ for the whiteboard as a whole, but maybe useful …
There’s potential for something to be built here, but it’d need 2 new features to be built.
Since we now have the activity details for whiteboards, it shouldn’t be too difficult to get the “Last Modified” date.
Then if you have a “Whiteboards” field in a database, you could potentially create a formula for:
Whiteboards.Sort([Last Modified]).Last.[Last Modified] to get the latest modification date. THEENNNN you can have an automation action to trigger whenever this value changes.
The missing features for this to work are:
“Last Modified” attribute on whiteboards
Referencing a Whiteboard collection in a formula (impossible for Documents too btw)
Feel free to make these requests as separate posts here if you’d like it to happen! Let me know if you have any questions.
Please don’t make these as feature requests as a way to address this use case - they’re basically workarounds for the real need, which seems to be the ability to ‘watch’ a whiteboard.
Unless there is a use case for referencing whiteboard in a formula and/or having a last modified date accessible in those formulas, we shouldn’t be focussing on the implementation specifics.
Fair. Maybe I over complicated things. Indeed a “Watch Whiteboard” might make sense here, but there’s a question on who is the assignee here, how to automate someone to watch, etc.
Indeed a “Watch Whiteboard” may be a simpler solution, (although less powerful/flexible for the architect).