Dispatch Role

Comments

13 comments

  • Official comment
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    Sara Kaplow, Community Manager

    Hi Teresa,

    That's a great request! 

    One work-around for this is to use an integration like Zapier (www.zapier.com) to create Dispatches from outside the system. You'd need an administrator to set up the Zap, probably from Google Sheets, but after that, anyone who has access to that Sheet would be able to create a Dispatch.

    Here's how you'd set that up using Zapier:

    Create a new Zap using Google Sheets as your trigger app. The trigger will be a new spreadsheet row: 

    Create a Google Sheet with the same headers as your bulk dispatch CSV contains (more about that here). Here's what mine looked like: 

    Point Zapier to that sheet: 

    Test and then set up your action, using GoCanvas as the action app. You'll want the action to be Create Dispatch: 

    Then map your fields from the Google Sheet to your Dispatch. Don't forget to make sure at least one field is mapped to have a value. You can do everything from schedule to assign the Dispatch as well: 

    Once that's set up, you can simply share edit access to that sheet with whoever needs to be able to create Dispatches. Every new row they create will trigger a Dispatch, without having to log into GoCanvas. 

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  • Avatar
    Rod Eustaquio

    I have requested the same feature and this way around is really a stepback. Using a outside tool just increment the process and make users' live more complicated. I understand that this way around works but ruins the concept of speeding processes. 

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  • Avatar
    Sara Kaplow, Community Manager

    Hi Rod,

    I understand that. One of the reasons some of our users do it this way (in addition to not having to pay for another license) is that the google sheet is easier for some folks to use, especially when bulk dispatching. But I absolutely recognize the desire to have this stuff exist natively, and I'm always a big advocate for granular permissions. This topic already has a solid number of upvotes - let's keep it going!

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  • Avatar
    Tom Smith

    I second that request...it seem odd that there is a separate role for reporting but not dispatch. Please get this in beta!

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    Keith McQuait

    This is great information Sara. Thank you. Definitely putting this one to use. If someone wants an employee to have dispatch only functionality without administrative rights this is a great way to do it.

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  • Avatar
    Nathan H

    In case you want to vote it up, this kind of falls in line with another feature request here which is asking for custom roles and permissions, which would be an ideal solution to most of this:

    https://help.gocanvas.com/hc/en-us/community/posts/360016727814-Custom-Permissions-ons-Roles

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    Andy Middleton

    Is there any movement on this? I need my team to be able to handle dispatch without App Editing permissions.

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  • Avatar
    Keith McQuait

    You could set it up a different way. If you are talking onesy-twosy dispatches on a recurring basis, you could build a Google Form (or Airtable Form) and use a Google Sheet (or Airtable) and a Zapier integration. The user (without dispatch permission) needing to create the dispatch fills out the form and submits. The dispatch is created and sent to GoCanvas by the user account (the one with permission to create dispatches) linked to the Zap. Airtable would give you more control of the data that can be created and sent to the dispatch by controlling data sent in the dispatch like, data validation in Google Sheets / Excel without all the drawbacks of dealing with issues of data validation in new rows (I've experienced) using data validation in Google Sheets.

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  • Avatar
    Andy Middleton

    Hi Keith,

    Thanks for your response. I don't think that doing it that way is a good option, when this is really something that should be native.

     

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    Rod Eustaquio

    Agreed with Andy Middleton. This fix sounds like BandAid patching

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  • Hey ya'll, 

    Thanks for continuing to post and upvote this feature request! Continued support and interest does not go unnoticed. I have informed the proper teams of the interest in this feature request and will continue to check in with updates as I have them.

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  • Avatar
    Grant Potter

    I want to add our support to this feature request .A separate Dispatcher Role would be extremely valuable for us. The work around doesn't work for us we want simple. Maybe it would also be a good idea to state the number of seats we have in our licenses to highlight the value for Go Canvas. We are not a huge business but have a 100 seat license.

    Thanks

     

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  • Hey Grant,

    Thanks for weighing in, I appreciate you taking the time to share the value of this request for your company!

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