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!
+1
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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