Is there a way to send an alert based on a non-contact list field?

Andrea Zenner

I am trying to create an application in which users make a request of their supervisor and the supervisor approves or denies the request. I created a sheet with "employee name" as a contact list and "supervisor name" as a contact list. When I fill out the form and enter names in those fields, SS doesn't pick up that they are licensed users, it just puts names in the field even though it is a contact list type.

As a result, the workflow doesn't go because the contact information is not available in the sheet.

I don't want to have to pre-populate the "employee" field contact list with EVERY employee in the company. I thought I could have them enter their email address in a field but there is no way to use that field in a workflow.

What is the solution?

Thanks!

Andrée Starå

Hi Andrea,

You’d use a so-called helper column to for the email address and then have a formula in the contact column referencing it and then you can use it for the alert.

Make sense?

Would that work?

I hope that helps!

Be safe and have a fantastic weekend!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

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Andrée Starå

Hi Andrea,

You’d use a so-called helper column to for the email address and then have a formula in the contact column referencing it and then you can use it for the alert.

Make sense?

Would that work?

I hope that helps!

Be safe and have a fantastic weekend!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

Andrea Zenner

@Andrée Starå Thank you. I've played with this option a little and it may work. The emails that go out aren't formatted exactly like I would like yet, but I'll work on it some more. Thank you!

Andrée Starå

@Andrea Zenner

Excellent!

You're more than welcome!

✅Remember! Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!