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Automation workflow: "Too many actions"
Hi there, I got a message from Workflow design workspace stating: "Too many actions" Would you know exactly what limit I've reached that triggered this message ? I can count 34 conditions - is this a limit ? I believe there are 75 actions - counting an email notification to 5 users as 5 actions : is this a limit ? Thanks…
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Mark an old submission
Hi, I have a sheet I created where a name and status are being inputted through a Smarthseet form. I am trying to figure out a formula to mark old submissions. Meaning if someone submits a name with the status of "Onboarding" and then submits the form again with the status "Hired", what formula can I use to mark the old…
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Is there a way to create a list out of joined string in a cell?
I have Sheet A, were I have a column with Task Description that has parents. I created another column where I put the parents corresponding to the child. Example: Parent ID .........|........Task Description [blankcell]........|........Parent 1 [Parent 1].........|............Task 1 [Parent 1].........|............Task 2…
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How can I make it so that anyone assigned to a task is notified.
For example, if David is assigned to a task, I want a notification/alert sent to him.
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Long IF Statement Help
Hello, I am attempting to create an IF statement on a Red, Yellow, Green, Grey icon text type with multiple factors. Below please find the inputs listed. If new entry then Gray (COMPLETED) =IF([Form Submission Date]@row = TODAY(), "Gray") If hard deadline has passed and nurse intake has passed then Red (COMPLETED, but…
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How can I copy data from just a few columns to another sheet?
I have a large sheet where I would like to copy the data from just 7 columns to another sheet once the data in one of the columns matches the criteria needed. For example: Copy the data from the following columns to NewSheet once the Group column says October 2021. Position Accepted, ID, FName, LName, Instructor, Email,…
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Automation and Attachments
Hello! I am working on some workflows and one of them is to send a notification when a document is sent out. Cool, easy, not a problem. If this box is filled with this AND an attachment is added, send a notification. My question is if multiple attachments are added before the box is filled (over time, not at once) will…
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Approval Workflow but with Expiration, is that possible?
Hi everyone! I'm trying to come up with an approval work flow but the approval should be on or before a deadline. After the deadline, the approver should not be able to approve anymore. I tried auto lock rows but the approver is still able to submit approval beyond the deadline using the VIEW REQUEST button in the old…
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Approval Workflow - Triggers for Comments
Hi, I have currently implemented a workflow that records Approval responses up to 3 times for the same request if the approver needs more information. This is a clunky implementation and I am looking for ways to improve it by simply using "comments". The outcome I'd like to see is: Employee completes form and triggers the…
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One Approval for Multiple Lines/Whole Sheet
Hi everyone, I have stuck with this problem for a while and seen many questions about how to consolidate the approval requests to be sent in one email. It seems like the only solution so far is to create a report with a approval column that has checkboxes for approve, deny, etc. My concern with this way is that, in case…