-
Triggering User when multiple automations are set up
Not sure if this is a question or a bug report - I have a sheet that is set up with an intake form. Users have to be logged on the system in order to submit a form. I had an automation set up to notify a set of contact when new submissions were added, with "Send from Triggering User" option enabled. All was working fine.…
-
Automation help or formula for connecting rows
AW Placement request form below takes in all of the school placement requests via a form. Once the column AW REQUEST STATUS is 'approved by leader' it is automatically moved to Students/Instructors - AWI The ANCHOR ID transfers over from AW placement request sheet to students\instructors - AWI - when approved by leader…
-
How to remove one tag from a multi-select column without removing the other tags in that column
Automation gone wrong! I set up an automation to help me with tagging our marketing content. But when I ran it, it added the tag "Client Stories" to every cell in the Content Programs multi-select column. I would like to remove the "Client Stories" tag from the entire column without removing the other tags since it's a…
-
Merged: Automate the progress bar (symbols)
This discussion has been merged.
-
Report Automations Remove Link to Sheets
Hi, I have an issue and I hope there is a workaround. I have several reports created for different groups of people to view items specific to their needs. Obviously the report is derived from a master sheet. When I send a notification, I send attachments and only attachments. It confuses people when they see the link to…
-
How to set a notification reminder when a due date is coming up?
I am trying to set up a sheet so that every time a due date is coming up, they get a notification the week before. I have attached a test automation sheet that I have set up, as well as the automation, but I received no email.
-
Copy row when certain criteria are met and edit data within the row
Hello, I am managing a list of products where our customers often re-order the same product the following year around the same time. I want to copy the product specifics to the bottom of the sheet once it is checked as delivered and add a year to the due date. This will allow us to plan for the product delivery the…
-
Merged: Formatting Capabilities in Automation Emails
This discussion has been merged.
-
What do I do if my automations keep failing?
Good afternoon, We are trying to have data moved from one sheet to another every month using automations but we are running into the issue that once the sheet gets too big (too many rows) the automation will fail to move specific rows out. I am looking for a solution for this issue and an alternative to manually copying…
-
Linking new entries to previous entries - tracking attendance
I'm trying to create an easier/faster way to track attendance at the multi-week classes that our health educators teach. Currently, they have to enter in static information every time they complete our outreach tool (like, address, timing etc) and I am trying to make it so that they only have to enter that information one…