# Implementing Sub-Stages and Automations in a CRM Project Module

**URL:** <https://community.glideapps.com/t/implementing-sub-stages-and-automations-in-a-crm-project-module/72263>\
**Category:** Ask for Help\
**Created:** [April 3, 2024, 2:17am UTC](https://community.glideapps.com/t/implementing-sub-stages-and-automations-in-a-crm-project-module/72263 "2024-04-03T02:17:49Z")\
**Posts on this page:** 2\
**Page:** 1

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**Author:** ![John\_Romano](https://sea2.discourse-cdn.com/flex002/user_avatar/community.glideapps.com/john_romano/32/74316_2.png) [@John\_Romano](https://community.glideapps.com/u/John_Romano)\
**Post date:** [April 3, 2024, 2:17am UTC](https://community.glideapps.com/t/implementing-sub-stages-and-automations-in-a-crm-project-module/72263/1 "2024-04-03T02:17:49Z")

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I am building a traditional CRM-type app that includes a project module, and within each project, there are project stages. I have implemented the project stages as a relation so that I can associate more data with them, rather than using a single list. When the stages change, it triggers automations, which is fairly straightforward.

However, here’s the curveball: the users want to introduce sub-stages for each stage, and they also want automations to be triggered based on these sub-stages. I am seeking opinions on how to approach this before I proceed with the implementation.

Currently, triggering an automation based on the stage change within the project itself is easy. However, introducing sub-stages makes me consider a few options:

1. Create a second relation for sub-stages.
2. Trigger automations in the projects module based on a lookup of the sub-stages, which would be viewed in a new window and referenced as a lookup in the projects module.

I am unsure if triggering automations based on changes in a lookup field is possible, so I want to gather insights and explore different approaches before proceeding further with the implementation.

In summary, I am looking for advice on the best way to structure and trigger automations based on both stages and sub-stages within a project module in a CRM-type application.

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**Author:** ![ThinhDinh](https://sea2.discourse-cdn.com/flex002/user_avatar/community.glideapps.com/thinhdinh/32/49_2.png) [@ThinhDinh](https://community.glideapps.com/u/ThinhDinh)\
**Post date:** [April 3, 2024, 11:12pm UTC](https://community.glideapps.com/t/implementing-sub-stages-and-automations-in-a-crm-project-module/72263/2 "2024-04-03T23:12:14Z")

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How are you letting them change the stages? Should be straightforward if you’re doing it using an action. Keep the “automation based ọn changes in a lookup field” out of the window here, just focus on if it is changed through an action or not.
