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Fast status updates based on parent cell
I would like to make our status updates faster by utilizing the parent/child cell(s). If the user changes the status in the parent cell (dark grey line) to "Completed" then the child and grandchild cells would change to completed. If the user marks the child cell as one of the following statuses then the grandchild rows…
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How to reinitiate approval cycle after the proposal is declined ?
We have a workflow whereby we send a proposal with estimated cost and delivery date to our customer which he will be presented whirch two options (approve/decline) .If its approved then we can start the work fine, however if it is declined we would idealy like it to come back to us with the reasons for rejection and maybe…
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Why are notifications triggering in an Automation Workflow when the condition isn't met?
Hello Community! I've got a head-scratcher I'm hoping there's an easier answer to than the workaround I've developed. I've created 5 automation workflows that each use the same triggering event. I did this for ease of management as trying to cram everything into a single automation quickly became unwieldly and difficult to…
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No way to paste email addresses into automation?
Does anyone know if there is a way to paste email addresses into the "send to specific people" box in an automation? No matter what I do, it seems pasting into this box is impossible. Instead, I am having to re-type all email addresses into multiple automations, rather than simply pasting them and moving on.
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Bounced Automated Emails
It would be super useful to be able to get a notification to the default email address for your account when an automated email gets bounced back (due to a bad email address, for example). I know that an 'email undeliverable' message is sent back to you when you try and send an email to a deactivated or invalid address, so…
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Email automation with PARENT/CHILD data from pivot table
I'm trying to create an output of specific rows of a pivot table to attach/include in an automated email. See below for an example table I'd like to extract from the master pivot table. The "Alert someone" automation allows me to specify which cell information I want to include but does not seem to be able to allow for…
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Upload Thousands of Excel Documents to Rows
I have been building a workspace for inspection tracking. Before this we were utilizing an Excel doc that would use a macro to create a new Excel doc for each inspection with the information that was entered. There are 2332 excel documents. The information in each doc are not in individual columns. The filenames are Asset#…
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Copy row with no hierarchy on one sheet and make it a child on another.
I have a been working on building a asset inspection tracking workspace. I currently have 4 sheets built for it. The first, Asset Master List, has all of the assets and information about the asset built into it. This sheet was built from an Excel Import. The second sheet, Inspection Form, has all of the form responses for…
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Custom Serial Numbers
Hi there! I want to be able to assign a unique serial number to each newly populated row. One of the columns, "Type", determines the first letter of the serial number for the respective row - the prefix - and the suffix is a three digit number (starting at 001) that increments by 1 determined by the prefix. For example: In…
