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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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Automatic Workflow Question
I am trying to copy the data from a Business Problem cell to a Project Description cell without impacting/changing previous entries. Is it possible to create a single automation workflow that copies/replicates data from "Business Problem" into "Project Description" in the same worksheet? I tried the column formula route…
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I need an update request to include and item name and quantity, but only edit the qty.
I need to set up an weekly update request for supplies to update quantities. If I include both the "Item Name" and "Stock Quantity" columns in the request, both fields become editable. I need the item name to remain so the person doing the update knows which of the 98 items on the list they are updating. I tried locking…
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Comments Field for Automations
When creating an automation, it would be helpful to have a Comments field where you could add context on what the automation is doing, and why it is doing it. This is helpful when you have multiple people that manage the automations of a sheet. Automations are just a bunch of if/then statements like in coding. It would be…
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How do I create an automated reminder notice for items that are 25 days or more past a date?
I'm sure I'm missing something simple, but I'm having trouble creating an automated reminder that goes out when an item is 25 or more days past the completion date in my sheet. There's a report that needs to be run about a project, but it needs to be run after at least 25 days have past from the completion date. I want the…
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Grouping Automations
I use many automations in some of my sheets and although there is sorting and filtering options to navigate between them (and I number my automations to help) it would be great to have a function where we can group them into folders or similar for ease of use.
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Is it possible to clear cell value in a Date column?
I wanted to clear Installation Date column values using Automation. But I couldn't find the column name in Clear cell value action block
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Merged: Automated Email (Alert) Enhancements - rich text + cc recipients
This discussion has been merged.
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How to reset my Autonumbering
So after removing and deleting the test data in our sheet our auto numbers are not resetting to start at 1. How do I clear the phantom rows, or cache?