Row Specific Notifications

ToddW

Hello,

I have a workflow set up that is a set of sequential actions, each with their own row.  I'd like to send a specific email to the owner of the next row when the previous is completed.  This email is specific to the task on their row.  

Example:

Row 1- Create employee ID

Row 2- Grant access to systems

Once the employee ID step is completed, I want to notify IT to start their process.  Everything I've seen so far is column based vs. row based.  Can this be done?

 

Andrée Starå

Hi Todd,

Yes, it is. Is the structure always the same?

One way to set it up would be to have a checkbox on Row 1 that is linked to a checkbox on Row 2 and so on. 

Would that work?

Have a fantastic week!

Best,

Andrée Starå - Workflow Consultant @ Get Done Consulting

ToddW

That could work as the template doesn't change.  From there, how can I create the specific notifications?

Andrée Starå

Great!

There are a few ways to do it. The easiest would probably be to add columns for each action and then link the checkbox from the starting row to a checkbox in the following row.

There are other ways to set it up, but it involves a more complicated formula structure.

Let me know what you think!

Would that work?

Best,

Andrée

ToddW

That should work.  Thanks!

Andrée Starå

Great!

Happy to help!

Best,

Andrée

Mike Wilday

Wow, very interesting solution Andrée. I might have to incorporate this into my projects. Currently, we add a "Handoff column and when assigning tasks we add the user of the following task to the handoff column of the task before it. Your solution means less data entry (less room for user error) and is simple to implement. I like it. 

Andrée Starå

Thanks, Mike! 

Happy to hear that you like it!

Best,

Andrée