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Automation Workflow Alert someone Contact List Multiple contacts
First Question: Use Case: Automated workflow that alerts multiple contacts in a single contact list cell I'm a licensed user with system admin permissions on an Enterprise Plan. I've built an automated workflow to alert/notify someone (send to contacts in a cell). The contact list has been ,configured to allow multiple…
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Combine Proofing and Approval Automation?
I am working on a new sheet for performing legal proofs on artwork. The hope is that I can find a way to combine automation with the benefits of proofing. The artwork being proofed each time would require sign off from the same set of people and once approved by those 4 people would require sign off from the team lead. I…
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Access attachment metadata in Automation?
I have a sheet with multiple users who share attachments with each other. The first user attaches a template to a specific row that the second user downloads, completes, then adds the completed document as an attachment to the same row. I want to set up an workflow that will alert the first user that the second user has…
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Update Parent Row based on Child status
Hi! I want the Parent row to automatically change with the most recent Child Row status. I currently do this manually so I have to update the status in 2 different rows. Right now I have this: =IF(COUNTIFS(CHILDREN(), "Open") > 0, "Open", IF(COUNTIFS(CHILDREN(), "In Progress") > 0, "In Progress", IF(COUNTIFS(CHILDREN(),…
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How do I trigger an automation on a sheet that is not open?
The problem: The "on change" automation does not trigger despite the flag changing - this is happening on a sheet that is not running. The situation: I have 2 sheets. Sheet 1, The Active List, has a list of active employees. Sheet 2, The Remove List, is populated via data uploader (replace). It contains employees who leave…
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Formula to Automate Dates
Hi! I am looking for a formula for my "Actual End" Column that will auto-fill the date when the "Assigned To" statues a task as "Complete. Can anyone help with this? Krista
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Index, Match, Max, Collect
I am trying to use the following formula to identify the name of the last Manager in Training (MIT) to graduate their training program with a certain Mentor, but wherever there are instances of MITs having the same graduation date, the formula is returning the wrong MIT for the given Mentor, and I cannot figure out why.…
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Is Automation Workflow can be triggered by Formula resulted change?
Hi there, I am trying to make a task automation with multiple steps. The idea is I have a master sheet where the task is being copied to from reference sheet (where all tasks in there). The Logic is, when the first task in the master sheet is completed, the second task row will be copied to the master sheet. I have a…
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How can i get a group of information to autopopulate by selecting a dropdown?
Hello, I am trying to figure out how i can get 5 or more different rows to auto populate from selecting one dropdown. when I select a dropdown for example 48-3, I want it to fill out the 3 columns like the above pic. This is for a manufacturing schedule, it is all the parts needed to make the product (48-3). including…
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INDEX MATCH MATCH to OTHER WORKSHEET
Hi, I'm attempting to perform an INDEX(MATCH(),MATCH()) operation to match the column headers with a row value from another sheet as one would in Excel or Google Sheets. How do I reference the columns as a range and a value? The formula should be as follows: (in cell B2)…
