Workflow and/or Formula for tallying daily asset inspection issues

afarabaugh

We have daily asset inspections that are submitted via a form and I'd like to:

Create a daily Workflow that will send only the assets that had an inspection issue on that date, as well as the issue description. (Columns are: Asset, inspection yes/no questions, and description of issue) . Rows are each date an asset inspection is logged and yes/no responses, as well as description of issues.

red1998

Hello! I think you would want to set up a notification automation and change the trigger to inspection date. The criteria would be if the description of issue is not blank.

afarabaugh

Probably better if I include a screenshot. I'm terrible at explaining these things. :)

I want to create a daily workflow for the assets that were inspected the current day, and when an issue is indicated (by the "Not OK" answer choice) for the asset, I want to include the text from the "Describe the issue" columns across the sheet. Each asset has 2 questions: An "OK/Not OK" multiple choice answer and a "Describe the issue". I don't wish for any of the answers choices that are "OK" to be included.

Andrée Starå

Hi @afarabaugh

I hope you're well and safe!

You could add a Report that shows what you like and include the link in an Alert that triggers if anything is Not OK.

Make sense?

Would that work/help?

I hope that helps!

Be safe, and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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afarabaugh

Thanks for replying, Andree! I'd like to try that. I'm not familiar with reports yet, but I'm going to give that a shot right now. I'll update how that works out for me. :)

Andrée Starå

@afarabaugh

Excellent!

Happy to help!

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