Request an Update : Automation

James Gilfillan

My automation is sending an email to the correct recipients but it is sending a static form that does not allow for any updates.

I have changed the columns it is sending as well as tried to tinker with the rest of the criteria but it is still just sending a static form.

It is to send an update 7 days before an end date, at 12:00, if "x" box is not checked to people in "x" column. That is all.

Anyone know why or how this could be happening?

Deena Duran

Hello, James!

First, I want to confirm, it is sending as an update request and not a reminder, right? If you can include a screen shot of the workflow, this may be able to help in seeing what is going on!

Next, I want to verify, on your sheet, are any of the columns locked? Locked columns are the best way to send update requests while limiting the fields they can change.

Thank you!