Hello, I need to send an alert out the last Wednesday of every month. This is the easy part because I use the 'repeat' and 'repeat on' selection in a custom recurrence. My question is when to start: do I start on a last Wednesday? ie. start today 4/24? Or is the start date irrelevant, because the automation knows it should…
Hi all, People informed me that they are not receiving the weekly update requests that are set up via an automated workflow. I have set this up for people external to my organization so they can update the rows that are assigned to them. They are not shared to the sheet behind this. However, the settings for the workflow…
I have found that I can not include a Contact list column which is set to Allow multiple contacts in a automated request an update action. If you include the contact list column, none of the specified fields will show up and the open request web page only has the message, no submit or field list. The only work around I…
We have a change order request form for our suppliers to use when requested a change in the design or scope of our projects. I have an automatic workflow to send the request for approval to our construction manager(s). When they approve (or deny) the request, the status changes to approved (or denied) .. but I cannot seem…
To have read-only for update requests when the column is locked, or only needs to be read (as opposed to being edited) would be a big help, and save lots of questions from recipients not knowing if they should change something or not. Plus, if conditional formatting could transfer across somehow to update requests (even…
It would be great if you could use the Sort Row function with a criteria option also. For Example: If I had a range of open and closed requests that have different due dates. Sort rows by "Due Date" with due soonest showing at the top but only the rows where the closed box has not been ticked, the rows that are "closed"…
Hello! We have had a request update automation in our sheet for years. The idea is very basic, to assign a contact to a cell and they receive a request to update other cells on the same row. This has worked perfectly up until the evening of 4/15. After that, the automation has not been working correctly. In the below…
This discussion has been merged.
Integrate a direct approval button within the email notification itself that allows users to approve or reject requests without the need to transition to a web browser. This button would perform the same security checks and record the same audit trails as the current browser-based approval, ensuring that the process…