Agreement Report Row Event Examples

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Tomos Clark

• 28 May 2025 04:10

Hi all,

Sorry, being a bit lazy, but wondering if anyone has done much in the space of report row events for agreements.

Rather than having admin check a report daily to see if anyone has signed an agreement, I would like an email to be sent (to a specific user/inbox) for each agreement that has been fully signed.

Thought I'd just ask if anyone has any tips/advice before I go down the rabbit hole investigating.

Cheers

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  Ange Harragon

  • 29 May 2025 01:19

  Great idea Tom, I'd be interested in knowing more about this option.

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  Pip Austin

  • 29 May 2025 22:16

  This would be helpful!

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  Tomos Clark

  • 29 May 2025 22:29

  Hi Ange, 

  I did end up having a play around and managed a workflow that sends an email for each agreement completed (based on agreement name) to a specific inbox. I have it set in the morning for all agreements signed the day before.

  Happy to take you through what I've done if that sounds like what you're after - feel free to shoot me an email at tomos.clark@relyon.com

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  Ange Harragon

  • 29 May 2025 23:30

  Thanks Tom, I'll have a look at this and see how I go. I'll reach out if I get stuck, thanks!

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