can automated update requests be sent individually to the recipient rather than in bulk
I have several automated workflows set-up as Request Update from a specific person. Because I'm taking action on several rows at a time that trigger the automation, the individual recipient is receiving these in bulk. Is there a way to force that these only be sent as individual email requests to the recipient so they can take action on each item independently? As it is, because these are sent in bulk they would have to take action on all before the system would allow a "submit" to occur.
Answers
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Have you tried setting it up to happen as soon as it is triggered?
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Yes, these are already set-up as Run Workflow: When triggered
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Have you tried saving after each of your updates that triggers the automation?
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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So if I have 5 lines to update that would trigger an automation. Select the save button on the sheet after each line update and it should only send one email per line?
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That is correct.
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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Thank you. I will give it a try.
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