Automations
Discussion List
- Hello All Is there a way to restrict date fields on a form to only M-F and nonholidays up to a month out? We want them only to select available dates. I am using a drop-down, and I have to adjust the …
- Here you will see my columns, and my archive (2nd sheet) is the same, i have an automation that basically says when the next recurring date has populated and it is -2 days old to move that over to my …
- We have multiple automations that were previously working that are no longer triggering and I can't figure out why. Here's one example: It was last triggered over 2 weeks ago but there are 53 rows tha…
- This discussion has been merged.
- This discussion has been merged.
- I see that the activity log indicates an attachment was downloaded whenever it is viewed or actually downloaded. It would be useful to be able to set an automation alert that triggered whenever an att…
- We have a dashboard with lots of charts that show green, yellow, or red dependent on status from the source report. Ran into an instance today where the series was labeled green, but was showing the r…
- I am trying to automate the task of assigning a person to an assignment. Users can submit a form, which generates a row on my sheet. The row then has to be manually assigned to someone to complete it.…
- Hello Community, I have created PDF's from data gathered in a form. I want to send the PDFs back to the contact (a column in the sheet) but I don't want to send links to the sheet. Is there any way to…
- Hi all, I have set up a market research project plan with around 60 tasks. Each task is assigned to specific person(s) (could be multiple). I have a workflow where they 'assigned to' contact receives …
