-
Tracking record of Email notification in the sheet while sending reminder
Is there any option to record or tracking a email notification as reminder which using sending using workflow automation. As per below scenario I have a created workflow with 7 level of approval in which I have created cross link sheet which has each approver reminder days setting. While sending approval request I want to…
-
Automation Workflow Sequencing for E-mail Notifications
Hello, I've been rolling out some new sheets/processes to my colleagues and I've run into a little snag that I'm hoping to seek clarification from you awesome Community members. Scenario 1: I have an input form that will automatically assign requests to a user and I also want to send an Alert to that Assigned To user. When…
-
Automation - Copy Row to Top of Slave Sheet and Autogenerate new row number
Hello, I have two sheets, Quotations and Work Orders. I would like to create an automation that copies a Quotation row to the Work Orders sheet when that row's Status is changed to "Ordered". As I use different Quotation numbers and Sales Order numbers (which are auto generated from form entries in their respective…
-
Automation workflows
Hello, I have set up a Request for approval automated workflow which is great. I then needed an automated work flow for an action and/or a decision. So I set that up by using the same request for approval automated work flow. In the email that the Owner who needs to carry out the action or decision receives it says 'status…
-
Automated Workflow to Generate Doc
Morning! I have tried multiple times to create a simple automation to generate a form via doc generator. Flat out doesn't work. Automation is triggered by a status change in a cell and the document is mapped and it works manually to generate it, just cannot get the automation to work Anyone else have this problem? Any…
-
Move Rows times out/doesn't work manually or via automation
I have a large sheet that is fed by our salesforce connector which serves to collect status on orders. We have automation in place on this sheet (and many others) so that when a date is reached the rows automatically move to a Completed sheet in order to keep the original sheet clean and focused. This was working, but a…
-
New Checkbox Features in Automations
Now that the Checkbox column had the flag option, I am finding it doesn't appear as an option in setting up an automation. I have a column titled NEW that I have selected as a flag, but it doesn't appear as an option to select in a workflow. However my other checkbox column DONE is an option and is set as a regular…
-
Resource Master Sheet
Hi All, I hope I can legibly explain what I need here :) I would like to create a master sheet that will summarise what resources including dates/tasks I have assigned in other sheets. Is this possible to grab this info automatically from multiple sheets and also automate updates when changes are made? Cheers in advanced.
-
Can I delay move a row automation?
Hi all, I have a project tracking spreadsheet and am trying to understand if I can delay the move a row automation somehow. Currently, the workflow is triggered when the project status is switched to Closed. I would prefer that the row is not moved until the first of the month following the status change, so that the…
-
Copy rows automation (cross-sheet formulas involved)
I'm creating a semiautonomous preventative maintenance ticketing system (fleet oil changes, tire rotations, etc.) that copies rows to a sheet for our mechanic based on when a piece of equipment needs the service. The copy row automation is set to trigger when the mileage gets within 150 miles of scheduled service miles.…
