Is there a way that I could have other users ...

(Ryan Callister) #1

Is there a way that I could have other users accept when an item is transferred? I would like to be able, for one user, to transfer an item to another. Once it is transferred it will change the person and will also change the Transfered? Yes/No to yes. Is there a way to have it send an notification of sorts to the user being transferred to so that the user can accept and know that their name is with the item now?

#2

I think there are multiple ways to accomplish this, depending on how you want the user experience.

Based on your inputs, you could consider using three columns -

“owner”, “transfer to”, and “confirmed” to capture the process.

You could then us a Action and Workflow rule that watches the “confirmed” column for changes, and if confirmed, sets the owner field to the value of the “transfer to” field.

Just one approach … Actions: The Essentials help.appsheet.com