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Update requests - Send 1 update request for multiple rows to the contact that is listed in sheet
Hi everyone, Here is my issue. I have a sheet of sales people that are from multiple different companies that tracks their YTD sales numbers. I want to build an automation/workflow that sends one update request with a form to update ALL of that contact's producer with one click. So if one of my partners has 10 sales people…
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Workflows - Streamlining Multiple Change Paths
I recently learned that I could have multiple change paths, and I was thrilled, no longer duplicating and changing for each criteria! But I am stuck on this one. Below is one of many workflows. The user will enter the Workstream (Train and Resources), and then the PM field will assign a person. I want multiple conditions…
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Life of a Ticket
Hello friends! I am creating a log which tracks the life of tickets we open. When we change the assignment group or status of the ticket, I would like for a new row to be automatically be created, preferably a child row so I can somehow only count parent rows hopefully in totals. Is this possible? Either of these :) Thank…
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How to create a formula that will send notifications to specific users
Hello, Im trying to create a column formula that when a user selects a certain field, the responses will automatically go to a specific person/responder and will notify them of a task that's awaiting their approval. For example: someone wants more information about a specific oncology drug, (the "therapeutic area" column).…
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Change cell automation not working
I have an automation to change the value of one cell based on the value in another cell in the same sheet. The change is to occur when triggered. The source cell value is based on a VLOOKUP formula referencing another sheet. The cell with the VLOOKUP value changes based on the formula, but the automation to trigger a…
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Can I sum two cells together and then clear the contents of one cell without changing new total?
I have two cells that I would like to sum together based on a check box. When Order Received is checked, Quantity Delivered is then sent into my total inventory in row 1. I would then like to clear all of the contents of row 2 through an automation, because that order is complete and done with, without changing my new…
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How to replace an SOP in a row when that row is updated
Hi everyone! I am creating an SOP Tracking system for my company where I will track all SOP’s being created. That being said, I need to be able to replace an SOP when the SOP is updated. Can I do this using either forms or automation? The SOP will have a specific name associated with it that will be able to be matched when…
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How do I pair things on the sheet with the same request # if they come in at different times?
I have a request sheet. This sheet is used for product launches, the goal of the sheet is to be able to request multiple days to launch the product . Some times these requests dont come in at the same time from the same person. This means that person A can make a request . Then person B can make a request, and If A makes…
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Recurring workflows based on date field in sheet
Hi, currently my options are - run once from a date field and run recurring based on a specific date but it would be really helpful to be able to initiate a recurring workflow from the date populated on a row. I have investigated some of the community suggestions for helper columns but I have up to 6 actions on a row that…
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Change "End Date" based on status change?
Hello, all! Is it possible to change the "End Date" column based on when someone completes a task? Sometimes my team finishes a task on time. Sometimes it's a few days late. Sometimes (like today), a person finishes nearly a week early! Of course, if the end date is off, that messes with all successor tasks. We're doing a…