I'm looking for guidance and assistance of course, on how to go about automating an enhancement request that I received. I have a new report that I developed which will be generated on a monthly basis going forward. When I create the file, the report is formatted and saved to a shared drive with a notification being sent to "Recipient A" who must review the report contents. Recipient A clicks a button on the report when they are done which notifies me their review is complete and does some other stuff. The issue is that Recipient A may need to request additional supporting documentation from "Recipient B" in order to complete their review. Rather than copying and pasting details from the sheet and emailing Recipient B for the info, they asked if the process could be automated. So here I am.
My initial thought was adding checkboxes, or something similar like a toggle switch, for each of the records in the report. I was thinking I could add a button for Recipient A to click which determines which rows were selected/highlighted and sends a notification to Recipient B requesting the supporting data for those records.
Does this sound feasible or is there an easier approach?
Thanks in advance.
My initial thought was adding checkboxes, or something similar like a toggle switch, for each of the records in the report. I was thinking I could add a button for Recipient A to click which determines which rows were selected/highlighted and sends a notification to Recipient B requesting the supporting data for those records.
Does this sound feasible or is there an easier approach?
Thanks in advance.
