Need help figuring out a workflow puzzle...
Here's the scenario...
I need to share a report where end users can "express interest" in a particular record/row. My solution to this was to create a contact field where they could type in their email address and have it allow multiple entries. BUT that won't work because they aren't allowed to see each other's name/contact info.
My question...
Is there a way to "click a button" or some other action a user can take where it would record WHO did the change and then kick off a workflow related to the row where they made the change? Specifically, I want to send that person an email address. Again...the report cannot allow me to see other users who have "clicked the button" or added their name.
Thanks for your geniusness, in advance!
Comments
-
Hi Tamara,
I'm thinking that it could work by using the system column type, Modified by, and then use that contact information to trigger the workflow by checking a checkbox.
Would that work?
I hope that helps!
Have a fantastic day!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
-
Thanks @andree - I'll give it a shot!
-
Excellent!
Happy to help!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
Categories
- All Categories
- 14 Welcome to the Community
- Customer Resources
- 64.6K Get Help
- 433 Global Discussions
- 136 Industry Talk
- 465 Announcements
- 4.9K Ideas & Feature Requests
- 143 Brandfolder
- 147 Just for fun
- 63 Community Job Board
- 466 Show & Tell
- 32 Member Spotlight
- 2 SmartStories
- 298 Events
- 36 Webinars
- 7.3K Forum Archives