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How to set a notification reminder when a due date is coming up?
I am trying to set up a sheet so that every time a due date is coming up, they get a notification the week before. I have attached a test automation sheet that I have set up, as well as the automation, but I received no email.
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Copy row when certain criteria are met and edit data within the row
Hello, I am managing a list of products where our customers often re-order the same product the following year around the same time. I want to copy the product specifics to the bottom of the sheet once it is checked as delivered and add a year to the due date. This will allow us to plan for the product delivery the…
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Merged: Formatting Capabilities in Automation Emails
This discussion has been merged.
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What do I do if my automations keep failing?
Good afternoon, We are trying to have data moved from one sheet to another every month using automations but we are running into the issue that once the sheet gets too big (too many rows) the automation will fail to move specific rows out. I am looking for a solution for this issue and an alternative to manually copying…
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Linking new entries to previous entries - tracking attendance
I'm trying to create an easier/faster way to track attendance at the multi-week classes that our health educators teach. Currently, they have to enter in static information every time they complete our outreach tool (like, address, timing etc) and I am trying to make it so that they only have to enter that information one…
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Need formula & function for the question below
If I apply for PTO, I want to make sure it's getting subtracted from the "WR Balance Before Application" and it would be straight subtraction selecting cells & it's sorted. The main formula I am looking for is, If I apply again, my "WR Balance Before Application" should be the latest "WR Balance Left After Application"…
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List of automation workflows
Having a list of all the automation worflows on all the sheets, or all the automation someone's name is on could be useful for maintenance. If some employee change responsability, it would be nice to easily find all the automatic workflow that they are involved in.
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Copy parent row only
I have automation set up to copy rows marked as "key deliverables" in my project schedule into a separate, key deliverables status tracking log. Unfortunately, when a key deliverables row in the schedule is a parent row -- i.e., has subtasks under it -- the automation (rightfully) copies the parent row AND its child…
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How do I get the Move and/or Copy Automation to work properly?
This automation with work for a short period then stop and show me this error. Of course there is going to be a matching a matching column. How do I avoid it?
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Record a Date when status changes
I have a set list of statuses that I want to keep track of and collect durations. For example, when the status changes to Sent to Lab (Ongoing), I want it to record a date in the Sent to Lab column. I feel like it should be an easy thing to do I just can't get it right.