Workflow Help, identifying a Form submitter and sending an E-mail.

user07026
user07026 Member
in Workflows

Hi there,

I am building a workflow similar to the workflow that Dan Hendriksen built in his "Getting Started with Workflows" demo that involves filling out a Form, sending an approval, and then sending an email.

In my version, a sales rep fills out a Form embedded in an App (their weekly update), that then triggers a workflow to create a task for their manager to review and provide comments, and then sends an email to both parties with the entire result when the manager completes that task. I am having trouble figuring out a way to identify the submitter (sales rep) in order to include them on the final Email chain.

I have a "person" field on the Form to identify the manager to send the result to, but how do I find the submitter/responder of the Form to include them as well? I am brand new to workflows so any help would be appreciated…I know I am missing a few steps somewhere!

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Thanks!

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Answers

  • DanHendriksen
    DanHendriksen Domo Employee

    There's a global package that you'll want to add as a first step in your workflow that will return the person that started the workflow. It's the "Get Executor" function in the "Domo Workflow Executions" package. FYI - currently this package is showing up under the "Custom Packages" section.

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