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Email Error
I have an automation set up so when a certain column is checked it will generate a document via DocuSign. It worked perfectly and now suddenly I keep getting the same error. I have scrapped the automation and started over making sure everything is set up correctly but still get the same error: The email for "Doctor Email"…
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Can I generate more than 1 document with automation
I have 3 workflows to generate different documents, the first workflow works, the second and third do not run. Not sure why.
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Better Document Generation Attachment Options
It would be good if we had more control over how Document Generation Attachments are added to a row. We have a use case with two Document Generation workflows – one for updating a PDF during preliminary statuses (New, Revised, etc.), and the other upon reaching Approved status. They each create a PDF with the exact same…
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Merged: Better automation design: visual queues
This discussion has been merged.
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Request Update in Conversation
I have just inherited a sheet that is being used weekly status report. My PMs have been logging in and updating a single box with an update on the weeks progress. So far, so good. I want to change to use the conversations tab so we retain the history, and use the "latest comment" for the field on the sheet. I wanted to use…
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Ideas on how to effectively create a new sheet that collects information to update status on another
I am struggling to find other answers on the community for this situation. We are creating a log of all equipment. I am creating a second sheet for when that equipment is removed. When someone submits through a form that equipment is removed, I would like the second sheet to automatically update the status on the original…
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Trigger (Automate) an update request to go to a Slack Message
Our team uses Slack, and it would be great if we could trigger an update request that goes to one of our Slack channels. A link or button that is sent in a slack message to the channel that allows a user to fire the update request (similar to the email version) but without the "email" part would be PHENOMENAL.
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Automation not Triggering on Function Checkbox
Hello, I have an automation that is setup to trigger once a particular column checkbox is checked. The column checkbox is checked by a column wide function. Prior to this I had cell level functions and the automation was working fine, not sure what the issue is now… Any help would be appreciated! Details below: when all…
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Merged: Record of workflow alerts
This discussion has been merged.
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Create Automation Rules with API
It would be convenient if we were able to actually create automation rules via the api rather than just modify. It would also be nice if the API automation functionality was improved, it's pretty limited.