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Categories Workflow
Created by Jane Shulzhenko
Created on May 26, 2021

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Kick off/trigger another record based on an answer from another record/checklist answer

Use Case:

User fills out a Safety Checklist. One of the answers on the Checklist is "Attn Req'd
"/"No". Based on that answer, there is a need to fill out anther checklist or start a "Safety Notice" record.

It would be helpful to kick it off automatically.

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Dear Viewpoint Suggestion Box contributor;

We at Viewpoint sincerely thank you for your contribution to Suggestion Box on how we can improve Viewpoint products. While we can’t do everything at once, we rely upon your feedback to help guide the prioritization of our product improvements, and Suggestion Box is a critical tool for us to understand and prioritize our customers’ needs. Viewpoint reviews Suggestion Box regularly for all of our products and updates statuses, adds comments, and performs various house-keeping (including deleting) as needed to ensure that Suggestion Box is maintained as a productive environment for product enhancements requests.

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