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Quick Auto Pop-Up Form As Part of an Automation
We have a sheet where all our RFQ's are entered. I have created an automation where as soon as the Status of the RFQ is changed to Sent it automatically copies the sheet to a Quote Register /Pipeline. I wondered if it was possible that as part of the automation, when the status is changed a quick form pops-up where the…
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Current vs. Next Due Date
We have a list of software/hardware/contract obligations. Currently it is setup to provide 30, 60, and 90 day reminders (based on current the due date) to the interested parties so our contracts and licenses do not expire. I am wondering if there is a way to update a renewal date for the following year once it has been…
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Using custom value for auto-number in primary field.
I read an old post that said use =[Row ID]1 to copy an automated sequence number in to the field specified. I want more that than just 1,2,3. I would prefer V00001, V00002 etc.. to increment for each new row. Is that possible?
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Approval Workflow - Send to contacts in a cell
Hello, I am creating an Approval Workflow with "Unrestricted" Automation Permissions so that the approval request can be sent to any email. The Requestor is prompted to enter the "Approver Email" within the request form. When creating the workflow under "Request an approval" I have selected "Send to contacts in a cell" but…
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How can I make my automation stop updating once a column is checked?
I am trying to set up an automation so that when a column is checked it copies to another sheet. The problem I am having is that anytime anything in that row is updated it is continually copying over. I want it to be a one time copy because I then have it mesh to another sheet.
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Automation Isn't Working and I'm Stumped
Okay, I am stumped. I am unable to have a simple automation run on my sheet, much less a complex automation. It used to work, now it doesn't. In my Personal Settings, I have all the boxes checked in the Notification Preferences, so I don't understand why I am not being notified. Any help from the smarter folks out there to…
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Update Request/ Notification dilemma
I am using Automation send Update Request 2 times with someone who is not a shared user. The first time I send an update request it works just fine, they only receive 1 email. However the 2nd time I send an Update Request it sends 2 emails, 1 is the Update Request I want and the other is an Update Notification. This person…
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Does ending or transferring a license lose all automation and scheduled tasks?
I built and set up all of my team's sheets and I will be leaving the company in a few days and my license will be transferred to another. I have/will transfer sheet ownership to another as well, but will my automation remain (specifically scheduled "send as attachment" and alerts)? I did a trial run where I transferred the…
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Default Sort for Email Reminders?
What is the default sort for email reminders? I have an Automation set up that has "Sent to specific people" and goes to multiple people, some of whom are within the Contact column. I want to customize the sort of the Contact column so it's easier for the users to find their information quicker and easier. I have to send…
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Auto formula Sum is generating a 0 when no data is present yet
I have a column with an autogenerated formula looking at turnaround time. Essential day completion minus day start. Somethings are finished the day of and have a turnaround time of 0 days which is great for us, however, for rows that do not have a finish date yet it is auto generating a 0 instead of what should be a blank.…
