Send Row Function
James Gilfillan
✭✭✭
I am looking to be able to send row with the same columns selected each time. My team currently has to manually select each column they want to include and it is always the same set of columns. Any way to do this?
Answers
-
What about a workflow set to alert someone when a certain condition is met? You could create an "Assigned To" column and also have the workflow reset that column after it runs. Something like the below:
-
I was toying with this idea. I could create a send row check box that they click that then automates the row with the correct columns to their email and then can then send from there.
Thank you.
Categories
- All Categories
- 14 Welcome to the Community
- Customer Resources
- 65.1K Get Help
- 444 Global Discussions
- 140 Industry Talk
- 472 Announcements
- 5K Ideas & Feature Requests
- 83 Brandfolder
- 150 Just for fun
- 71 Community Job Board
- 489 Show & Tell
- 33 Member Spotlight
- 2 SmartStories
- 300 Events
- 35 Webinars
- 7.3K Forum Archives