How to Set an Alert to Trigger a Workflow with Form & Task

jojoruning
jojoruning Member
in Workflows

I have a dataset with columns of date, line, crew id, type and duration. I want to set an alert case when the duration >120. Then I want to trigger a workflow to start a form with the below information:

date

line

crew id

type

duration

reason (I want the workflow to create a task for the receiver to input the reason)

I have already looked through many videos in youtube but haven't got any details to make this sucessful. Much appreciate if anyone can help!!!

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Answers

  • DanHendriksen
    DanHendriksen Domo Employee

    Create the workflow that has date, line, crew id, type and duration as inputs.

    Have the workflow include a user task that prompts for a reason.

    Create an alert and tie an alert action to start the workflow.

    If you go through the "Getting Started with Workflows" training at learndomo.domo.com then it covers off on all of this. Let me know if you get stuck.

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