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Automate Form Entry to Requestor
I have set up a request form that requires the requestor to enter an email (format on the field setup indicates email). I want to automate some follow up notifications to that requestor after the team "works" the request. In the automation workflows it only allows me to select either from a contacts list or the email that…
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Record Date Update
I have a column where the date is recorded when an automated email is sent which is triggered by a checkbox, "send email". Sometimes. i will need to uncheck the triggered checkbox to resend the email again. Will the record date from the 2nd trigger override what was initially recorded?
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Automations - Send From Sheet Owner
Some automations have the option to Send From Sheet Owner, but it seems those triggered by row change do not - why can't we have that option in all automations? This automation does not have the option to Send from Sheet Owner. It is triggered by rows added/changed: This automation is triggered by a date and has the option…
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Trying to copy rows & then mark them 'done'
I'm trying to do something that seems simple but is really frustrating me. I want to copy certain rows to another sheet and mark them 'done' afterward. I've got an automation that copies rows over to another sheet, then records a date & locks the row. I also want to have it change a value in another cell (mark it…
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Automation is not working as intended
Hello, I am having a problem with my automations. I current have a few automations going on at once but to simply put I need one automation to skip a step if XYZ is applicable. So I have a few columns, a Status column (Dropdown: New, Level 1, Closed), Resolution column (text) and a Assigned to column (Dropdown: Admin 1,…
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Need Help with Automation with Conditions
Hi All, I need help with my overall Automation. Goal: to trigger when Overall Status changes to "New Product/Service" or "Pending approval" and when certain conditions are met. Automation I have: Overall Status changes to "New Product/Service" or "Pending approval" and when Condition Intake is one of "Yes" or when…
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Can I get an email alert when someone comments on my assigned column, but not have it alert me
I like the idea of getting an email whenever someone comments on my assigned column, even if they don't @ me, but I don't need to get an email notification when I comment myself. Does anyone know how to build out this specific automation? Thanks, Will
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Max and index match function
Hi all, i have a sheet where Trailers are logged in multiple time throughout the day and what they had in them such as a PO number or a load number in a separate sheet i want to type in the Trailer number and i want it to pull the recent entry date of the trailer and the Load number / po that came in that trailer. How can…
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Is there a way to see if an Automation was completed?
Hello, I am having trouble with an automation not running. It will run sometimes and other times it will not. I basically have it where if text is entered into cell 1 it will change the status cell to closed, once closed it will send an email to a different person letting them know if the ticket is closed. Currently when…
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Generate Document Automations Errors with Modified Column
Hi all, I'm encountering some issues with my generate document automation - The overview is: I have a sheet with a form input (Sheet A) and a main log (Sheet B) - the intent is to have users fill out the Sheet A form with each inspection, and that info is index collected into Sheet B to keep it clean and not have all the…