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Automated Workflow Monthly Archiving
Hi everyone, I am attempting to set up a specific automated workflow to perform archiving. Normally this wouldn't be an issue however I'm using this function to try and have a chart on the dashboard to display the current months data and 11 months prior - so it is a "rolling" chart so to speak. The nature of my current…
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How do I to create a non-linear routing system?
I am working on an approval routing system that is sequential, but is unique depending on who is filling out our form. I need a workflow that will rout based on the conditions below: Supervisor only Supervisor & Department Director Supervisor, Program Director, & Department Director In the workflow currently created, I…
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Does deleting information from a cell not count as "when a row is changed"?
Hello, community, I have my automation trigger set as "when a row is changed" in a certain field, but I noticed that deleting information from that field does not trigger the automation. Does information removal somehow not count as a "change"? If not, how do I set an automation when only certain fields are deleted (not…
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Copy Row to overwrite formatting/Formula
I am trying to create a new sheet from a template in Zapier, (which is working fine). But I am next trying to copy a row from a "Master" sheet to that newly created sheet. It does create the new row, however it is always one row beyond my pre-filled formulas. In the template I have a formula to read information in [Column…
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Update Request - Shows Sending, but Not Received
Hey all - Been using all the great functionality of SS for quite some time now. I have an Automated rule setup so that when a person Submits a certain thing, an Update Request is Automatically triggered. I've had several of our AEs reach out saying they're no longer receiving them, but when I go into SS, I can see that the…
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Copy Row Automation Does not work
Hello all Few months ago I set up an automation to copy a row from Sheet A into Sheet B when the value of a Cell is changed to "Signed" by a user manually. There is no formula driving this cell and the automation is as simple as the below screenshot. The problem is, this automation suddenly stopped working few weeks back…
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Data missing when moving rows?
Hi there, Has anyone noticed an issue with data missing when moving a row from one sheet to another? I have an automation that moves older rows in one sheet to an archive sheet once a month. However, it appears that data in at least one of the columns is missing. Any ideas what might cause this? Thanks! Jackie
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Automation to help with Daily Medical Intake Forms
I am having one hell of a time with the automation to help our school with being alerted to different issues facing out compliance with the Daily Medical Intake Forms. What I am trying to do is have a couple of reports sent but something is not making it run. Students' parents fill out the med form daily. Some of the old…
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Regular project updates
I have a sheet and want to automate a request to assignees to provide an update at the same time each month. How can I do this without a due date and a formula driven checkbox or flag that would trigger the request?
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Approval Sequence Workflow
Hello, I have setup an approval sequence workflow automation. The trigger is "when added or changed". However, I have had complaints from individuals they are receiving multiple notifications and if any of the rows are moved between sheets or cells are changed the approval sequence starts all over again. I need to stop two…
