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Provide API Access to Upgrade or Downgrade Users under User Subscription Model (USM)
We recently switched over to using USM for license management. This broke our automated scripts that gave users a license. We have a number of non-member employees who we cannot automatically update via the API. I'm told there is no solution for this and we are left manually updating our free users to a licensed member.…
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Is anyone experiencing issues with Completion % not accurately rolling up to the parent row?
We use a change cell value automation to update the standard % Complete column to 100% when a task status changes to Completed. This used to work perfectly, however, recently we noticed that the % Complete for the parent row in our project plan (e.g., Planning, Execution, Closing) is not recognizing the cell update. Our…
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Can we run the request for update to include all the rows that applied to one condition?
We want to know if it is possible to send request for update in one email, but with multiple rows at the same time. For example, staff A has 4 open referrals, I want to send one request for update automatically to them where they will receive only one email without having to overload them daily with all the open referrals…
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How to record date without time
I would like to use automation on a sheet to record the Open and Closed date for a given RAID item. I don't want to record the time, however. Is there a way to exclude a time stamp from the automation? If it is not possible to exclude the time stamp, what formula would I need to use to extract the datae and time into…
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System to manage ideas into improvement initiatives
I'm trying to create a system to take improvement ideas logged in a sheet through a triage process for each business unit and then finally into improvement initiatives that will address multiple ideas. My idea is to have a sheet that sits behind, and the reports for each B/U for both the triage and initiative stages that…
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Issue with Record Date automation.
Hi everyone, I’m hoping someone can help me with an issue I’ve been running into. When a user submits a form late in the evening — sometimes as early as 8:15 PM — the “Record a Date” automation occasionally logs the following day’s date instead of the actual submission date. Originally, I used =DATEONLY(Created@row ) to…
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Is there a better way to get the results I am looking for?
Good afternoon, all! I have been tasked with creating an in-depth catalogue of SKUs for my company. Currently, I have a set up that works but is going to be very manual with change management. I have one sheet that is my data dump. It has all of the information located in one spot. I am then going to need to pull this…
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Is there an audit trail, activity log, or report that logs automated workflow activities?
I'm looking for a log or report that notates when automated workflow activities occur. For example, I created an automated workflow to send notification emails when certain conditions are triggered in our sheet. I don't necessarily need a read receipt, but was hoping to find where SS might log "message sent". I looked at…
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Why would an automation for movement not carry over a cell value?
Hi everyone, I’m running into an issue with one of my sheets and was hoping to see if anyone else has experienced this. Here’s the setup: I have a sheet where, when I check a box, the row moves to a “Completed” sheet. In my Total column, I use a formula that sums a group of cells tied together via a parent/child…
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Approval Workflows for Reports
I have hundreds of sheets that manage deliverables. To exclude metadata and manage monthly invoicing, I've created a report to manage invoice requests and show critical info. I am currently emailing a row as my request to invoice, but this gets tedious and hard to know if I have sent a request via email or not. I'd like to…