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Why don't automated and exported reports show groups?
I'm trying to send an automated report on a schedule, but the PDF that's sent does not show my grouping. It lumps all rows together regardless of what group they are a part of. Is there a way to set groups to show in PDF versions of reports?
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Creating automations from reports
It would be super helpful to have the ability to create an automation/workflow from a report so that my team can get ONE comprehensive email/alert each week for a "request for updates" across all sheets that are being pulled into the report. It can be daunting for a user to receive a similar alert via an automation or…
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Merged: Approval Workflows for Reports
This discussion has been merged.
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2 part automation delay question?
Greetings- I have a automation setup when I select the "status" column drop-down to "completed" I want the row info to be emailed to the contact to submitted it with a follow up then I want it to archive the row (aka move to another sheet). When I run the automation only 1 of the 2 requests happen. The archive happens…
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Is there an ability to set re-occuring dates in the same row? Calendar/Gantt view
I have several rows on a sheet that have a set date/time each month (i.e. first Tuesday of each month). While i have the durations set for gantt view, I do not see an easy way to add additional dates for the same tracked item? Would I just need to have additional start and end date columns added for each month with a…
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check boxes aren't updating
Hi all, I send out 3 update requests on MWF. The only one that updates is the Monday one. W+F don't update so I don't have any follow-up. I know that they are clicking on the boxes bc I saw it happen. Boxes on the right are: working on it, done, need help. Working on it gets sent with the W update. Done is the Friday…
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Approval Workflow - Triggers for Comments
Hi, I have currently implemented a workflow that records Approval responses up to 3 times for the same request if the approver needs more information. This is a clunky implementation and I am looking for ways to improve it by simply using "comments". The outcome I'd like to see is: Employee completes form and triggers the…
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Automatic Workflow Question
I am trying to copy the data from a Business Problem cell to a Project Description cell without impacting/changing previous entries. Is it possible to create a single automation workflow that copies/replicates data from "Business Problem" into "Project Description" in the same worksheet? I tried the column formula route…
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Generate documents not working
the "generate documents" function is not working, it keeps hanging in the backgound job. Same with trying to download, also keeps hanging. This is accross multiple sheets, the documents are not generated. Anyone who can assist?`
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I need an update request to include and item name and quantity, but only edit the qty.
I need to set up an weekly update request for supplies to update quantities. If I include both the "Item Name" and "Stock Quantity" columns in the request, both fields become editable. I need the item name to remain so the person doing the update knows which of the 98 items on the list they are updating. I tried locking…