Dynamic View Questions

PMA98681

Good Day All, 

I am trying to familiarize myself with Dynamic View. My questions is, upon sharing the view with someone (lets say I share with my accountant) how do we send requests to update things WITHIN dynamic view? 

Let me propose an example

I need to get an update from my plumber on his repair of a pipe. I want to know if it is on track. He is a contact, and is a shared user on my Dynamic view. How do I send him something letting him know to update his task WITHIN dyamic view, not a regular update request?? 

 

Is this even possible? 

 

Thanks, 

Andrée Starå

Hi,

Unfortunately, it's not possible at the moment to send an update request from a Dynamic View, but it's an excellent idea!

Please submit an Enhancement Request when you have a moment.

As a workaround, you could add a checkbox or similar to the Dynamic View that triggers a Workflow for an automated update request from the sheet.

Would that work?

I hope that helps!

Have a fantastic day!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD