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CopyRow Automation Not Working or Glitching
Hello All, We've recently had a few issues regarding the CopyRow Automation. We have our stakeholders submit project request from the source sheet to a project tracker/list sheet (destination sheet). However, there have been a few cases recently where the automation didn't run when all of the criteria were met, causing…
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Assign Contacts to Child Rows Based on Criteria in Parent Row
We have multiple stages in our projects that are set up with a parent row and then child rows below. I would like to assign a contact to the parent row of a stage and have that contact automatically assign to all child rows below. Is there a way this can be done without add-on software?
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Automation notification to Shared email account.
Hi good afternoon, everyone. I am trying to set a Shared email account into the notifications automated email every time that someone add a new item in a sheet. Unfortunately, I receive this message when I input the email. Any solution to this? What i am looking is that every time that somebody submit a new item (via form)…
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Automation notification to Shared email account
Hi good afternoon, everyone. I am trying to set a Shared email account into the notifications automated email every time that someone add a new item in a sheet. Unfortunately, I receive this message when I input the email.
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Notify someone if no rows are added or changed everyday at specific times
Hello, I am trying to set up a sheet where there are two people being notified to complete and submit a checklist twice a day (already set up to notify them each at 9:00AM and 1:00PM). I want to create an automation that sends a notification to my boss if there is no submission by any party at the end of the day (5:00PM).…
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Multiple Actions on "New Record"?
Since some automation actions are "terminal", meaning that no other actions can happen after these, I tried making several independent automations that all trigger off "When rows are added". Here's my 3 workflows that all trigger on New Row: 10 New record, Set Status - Actions: Change a cell 15 New record, Set Due Date -…
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Auto-numbering automation
Hello I have a sheet, that uses numerical ranks to keep track of projects. These ranks are simple number assignments (i.e: 1, 1.1, 1.2, 2, etc.), that we use to determine the priority of the project. If a project changes priority, or we have a new project that comes in at a high priority we have to manually update the…
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Array and Index Training Records to pull who needs to complete something within a date range
I manage training records and am creating a dashboard to manage who needs to complete a training. I have a master sheet with the employee name, and a reference column to them completing the training and when it is due I then have a calculation sheet to count how many people fall within that date range =COUNTIFS({HiPot…
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Building a multi-tier automation that works over time
Hello Community! I am working with contracts that have end dates. I would like to build an automation with 2 tiers spaced over time First tier: User checks a box (say, in June) that says "Do Not Renew". This sends an email to notify the contracts group. Second tier: The contract end date is Oct 9th and it is now October…
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Can 'Request an Update' work with a Formula-derived Contact List?
Hi folks--We have a business process where, depending on a field value, I want an automation to send a Request an Update to either the staff in one department, or the staff in another. I set up a satellite sheet with a list of staff. "Name" is a contact list column, "Email" is just text/number: In the primary sheet, I have…