Defer an Update Request - and ability to review

Christopher Tirro

I'm building a workflow to accomplish this now but it'd be nice to have a 'button' or some option to defer an update request to another contact. You should still be able to 'approve' the update they make but to be able to ask someone for assistance prior to ultimately sending your update in.

The workflow I'm creating involved a checkbox that identifies the original recipient of the update request needs assistance.

It then sends an update request to the identified email from the original recipient.

Then once that recipient fills out the update request it flags the row as 'Needs Review' and send another update request back to the original recipient.

They can then review and send in an update request.

I'm exhausted :)