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Carry over info from one sheet to another
Hello all, I have a source sheet that i trigger an form from another sheet (i embedded the form link to the email). My issue now is that i need to get the ReqID (from source) and have it read only in the new form, that will record in the destination sheet. Bottom line i need to find a way to link the ReqID from source and…
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Auto messaging
Hi All I have created a support request form and sheet to allow functions to request support from my team. When a request comes in, it is assigned a unique support ID number. I then assign the request to a member of the team vias drop down. I have added an automation to message the requester when a team member has been…
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PM Agents
How to create PM agents to automate project management.
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Is there still a Cross Reference Maximum?
I am building a Metrics sheet (for dashboard) using monthly data from 2024 and 2025 for two different divisions' data (2 different data sheets) that I need to add together in my metrics sheet. When I tried to link out to (cross reference) the data for company #2, I got the maximum cross-reference message. I can't believe I…
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Contacts
I created a new project in my PMO, when I tried to pick a contact there were very few listed 7 versus the 165 people in my org. I checked My Contacts and all of the contacts were listed. Do I need to link that somehow to my sheet? How would I do that? Second question, what is the best strategy to keep My Contacts updated…
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Automation problem
Hi, I'm having issues trying to get my automation to function. I have tried it numerous ways and it still doesn't work. Basically, if anything but New York is selected, I want a link email to go out with an additional form I need to fill out. Here is what my workflow looks like: I just cannot figure out what I'm missing…
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Adding a last comment column into a sheet
Is there a way to add a column that updates with the last comment entered into the conversations from that row? For example: If I entered notes from a call that I had with a client "conversation went well, will follow up" that note would populate into a column on that same row labeled last comment or update. This would…
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Renaming a sheet report or dashboard
I have existing sheets, reports and dashboards I would like to rename. I am going into the sheet etc. selecting file, rename, renaming and then clicking out of the name box. it appears to have worked. However, when I go back to browse the file reverted back to the previous name. I'm not sure what I am doing wrong.
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How to regain access to a sheet?
I was the administrator of a log sheet, and the owner was an employee who left the company. One day, the sheet was deactivated, and no one has access to it. How can I recover it?
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Why would a link in an automated email notification not hyperlink for some but not others?
I have a workflow set up to notify specific individuals each month and in the description in the message, I have a web address included for them to click to open the form they are to fill out. When I receive the email notification, the message with the address lets me click and it will take me to the form. It also works…
