"Part Of" Ref Rows and Workflow Rules

[Cameron_Brown1]

Hey,

I have a form which contains multiple references to other tables that are “part of” the form, and a workflow rule set to fire when the form is completed. In the resulting document generated by the workflow rule, the values which were inputted in the “part of” rows aren’t included - I assume because the ‘master’ table is updated before all of the new values are added to the referenced tables.

Is there a workaround for this? I’d really like to include these values in the workflow rule-generated report as soon as the form is completed.

I’ve previously set up an action to change an arbitrary column which the user can press in order to trigger the workflow rule, but it’s not ideal.

[Steve · Accepted solution]

See Sending Email Only After Adding a Parent Record and All of Its Children here:

help.appsheet.com

Workflow

Send Email, SMS or Notifications on Add, Update, or Delete.

[Cameron_Brown1]

Amazing! The part I was missing was the ability to change the “Form Saved” action. Thanks so much!!