Workflow Triggers: Record Update
Hello Everyone,
Has anyone constructed a workflow trigger for when a record requires care, such as a duplicate, casing change, address update, and so on? Our development officers send record updates by email, however I'd like to construct a workflow.
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Comments
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@Sheila Wortham - You should take a look at Power Automate/Apps, there is a free template within the Blackbaud Template Showcase that solves this particular issue by enabling non-permissioned users to submit record changes through a custom tile within web view. I've included a couple links below that explains what Power Automate is and how it can help your organization, as well as the shared flow referenced above.
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@Austen Brown - Thank you. I'll give this a shot.
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