Hello, I’d like to create a custom workflow that adds an Expense Sheet every time a new user is added to the system, assigning the newly created user as the owner of the expense sheet.
I’ve gotten this far (screenshot) on the custom workflow, but when I tested it, the owner defaults to me, not the newly created user.
Any ideas on what I may be missing?
Also a bonus if anyone knows how to update the description to include the name of the newly created user.
Many thanks!
Hi Kayla,
You can append the Description with the User’s name by adding the field, putting + and then in quotations, the custom text you want included (you need to INCLUDE A SPACE in the custom text (see my sample).
For updating the Owner to the New User, click the ‘Another Field’ option below ‘Description’ to add another field for update.
Mikayla
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