HELP PLEASE - Workflow problem
Hello everyone, Good afternoon/evening.
I have an app "INVESTORS" which is a contact database. One of the category fields is STATUS ("Active", "Inactive" value choices). Another category field is REPORTING ("send email" value to select ). I want to do an instruction trigger that on command will cause all INVESTORS whose STATUS = ACTIVE, to change the category field of REPORTING to "Send email".
How can I do that? Could you please advise?
I already have a working workflow which sends email when an individual item in INVESTORS changes field values in REPORTING to "send email", but I want to avoid clicking the button manually 80 times. That's why I need the above workflow so both flows can work together to automate this reporting task.
Thank you so much. I appreciate your expertise.
I am not 100 % sure I understand the flow - if I do, it sounds like you want to have one workflow action trigger another workflow? This is currently not supported in the workflows. Only a manual change to the fields can trigger an action.
Have you checked GlobiFlow to see if they can help you achieve this?
//Sara - Podio
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