Requesting Actions on Grid Fields
To request actions on fields in a grid:
Once a request is made, it can be completed two ways:
- A user can update the marked field on a grid or within Salesforce
- The requester can cancel the request under the Actions Menu Batch Edit > Cancel Request
If a user updates the marked field on the grid, a confirmation chatter post will be automatically created and sent out to both the requester and any of the users added to the Request Action From field letting them know that a change has taken place.
A change made by a user on a page layout will still send an automatic chatter, though it may be delayed. A scheduled job checks for changes every hour.
If you would like to cancel the scheduled job or force the job to run, this can be done in Grid Setup by going to Global Defaults > Global Setup > Request Action Monitor.
Limitations
- Request Actions are not intended to work with un-editable fields such as Lookups, Formula Fields or Auto Number FieldsOther Considerations
If you would like to request an action from a group, you must configure Grid to receive email notifications for the group. You will not receive a notification to the group chat like you do when you use a direct @mention.
