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3 Month Compliance Tracking
Hello SS Community! I've read lots of answers over time but never asked my own question so here goes nothing! I need to create a tracker for individual employee Compliance for training. We have many tests that each employee performs, but they must stay compliant within 3 months. They can't go 3 months without doing one…
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Merged: Folders for Automations
This discussion has been merged.
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Updates Occur After Date Specified is Reached
I need for updates to Profile sheet to pull data from Exception sheet only when the date is reached based on the employee #. Scenario: An employee wants to increase their 401K contribution by $100 every quarter. Profile has Benefit Effective Date: 4/1/22, 401K Contribution: $100. Exception sheet has 3 exceptions submitted:…
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Mass Email Communication with customized attachments.
Greetings. I have been working on a project to manage communication with large group based on activities we produce. At the end of each activity we create custom certificates for each participant. I have been working to automate this process as much as possible, however I would LOVE to see some system based formatting…
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Merged: Better automation design: visual queues
This discussion has been merged.
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Automation - "Move Row at a certain time" sending lines multiple times
Edit - I have worked it out! Simple fix and definite UE! I had 2 automations with the same time. 🤦 I have an automation set up to move all rows from a mini-sheet into a mastersheet/archive every evening at 9pm. This is the only "move row" automation I now have as I have taken off everything else. This morning I opened my…
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JOIN COLLECT FORMULA
IN PICTURE (A)- i have successful JOIN COLLECT formula IN PICTURE (B)- I tried to replicate the formula, but add additional columns I needed to be joined as well. IN PICTURE (B-1) Incorrrect Argument
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Why isn't the email address pulling via formula from another sheet for "contact"?
I created a Form for operations to fill out when they determine a ship date needs to push out. Since they don't always know who the Project Manager is, I have this information going into a sheet where the project number pulls the PM info from a master project list using the COLLECT formula. But when I try to create the…
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"Alert someone" automation not working when "links to specific fields" is selected.
I have an automation that was working before: triggered by a change in a category field. Sending update request to email address in "contact email" column. Including "Attachment" and "Comment" fields. This step suddenly stopped sending update requests. If I exclude the fields by selecting "Message only" option, the…
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Form Automation
Hi Community, I've created a form where users can submit information for equipment out of service, which is working quite well. However, a request was made to create another form allowing users to input information when equipment is placed back in service. Is there a way to create a separate form that will allow users to…