Forum Discussion
Functionality in Excel and SPO survey
Marten,
Why not use a Custom List form? It might be easier and more flexible.
So, the custom list will work fine, however, I have run into a problem:
The list is supposed to register manually entered info about incoming calls to our helpline.
I want a non-required field that addresses to wich employee the information about the call is to be sent. That is, person A takes the call, makes notes and wants person B to be informed, maybe just for information, maybe because B needs to work on the case.
Therefore, I would like it that an e-mail notification is sent to user B (or C, D ... in the organization). A regular task is not really needed, it's enough with an e-mail (a task is ok but the e-mail notification is essential).
But I do not manage to set it. I tried a workflow (have never used workflows before), but didn't really get it.
Any ideas? Thankful for all the help I can get!
You would really need to look at workflows but perhaps you can try this?
If you have a small number of people to be sent a notification (A, B and C) you can create custom views in your list for each of those users by having them in a drop down list. So when a task is created, choose A,B or C from the drop down. Then you could create an alert in the list which only sends an email to A, B or C when the list item is created or changed for that view. It's a bit manual but once you set it up and there are only a small number of users to be notified then it might work. Otherwise you need workflows and SharePoint Designer. Or if you are using SharePoint Online you can try Flow which should do what you need.
- Never really thought of that ... (blushes)
I'll give it a try.
