Group update requests

Hello everyone,

Do you know if there is a way to group udpate requests ?

Here is my use case : I need to test some equipment on field. I check several different boxes (stored in different columns in my sheet) that are related to different parts of the equipment. I use a form to get the data entry and populate it into a sheet.

I am able to send an update request to my client for each box not checked. For example if I have 3/15 boxes not checked, I send three update requests to ask my client why the 3 parts of the equipment are missing.

1. Do you know first if it is possible to send a notification to the client and to warn him about all the check box not checked, rather than do this check box by check box ?

2. Do you know if I can group my update request to send only one notification with the 3 updates requests, rather that asking the client to go in every and each of the 3 update request notification and make changes ?

Thank you for your help, have a great day,

Corentin

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    edited 09/17/20

    Hi @Corentin Dal Farra

    If you change the Run workflow option to something else, except When triggered, it should work.

    Another option could be to use a report instead.

    Would that work/help?

    I hope that helps!

    Be safe and have a fantastic week!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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  • Corentin Dal Farra
    Corentin Dal Farra ✭✭✭✭✭✭

    Hello Andrée,

    Thank you for your answer,

    Could you explain to me more in details how I could do this ? Actually I run the workflow option to "when rows are added" because the workflow starts with the row that is added in the form.

    Please let me know if I can provide you more information so that we can find some options for this case.

    I would like to use a report, but the clients of my client need to update the data and do not want only to see them in a report.

    Thank you very much, have a nice day !

    Corentin