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Generated Documents as Email Attachments
As the topic states, it would be great if we could simply attach our generated documents to an e-mail with a quick message OR remove everything except for the custom message and the link. ------------ Full explanation: We use a form to gather a sales request from customers (perfect, no notes). Then we use an automation to…
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Merged: Allow change cell value automation for checkbox columns when style is set to flag or star
This discussion has been merged.
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Auto-Revoke/Cancel Update Request
I have an [Assigned to] contacts column with multiple contacts per cell allowed. Based on certain criteria I have a workflow setup to send an "Update Request" to all of the contacts in [Assigned to]. However, I only require 1 (one) of the contacts to provide the requested update (as they chose based on their availability).…
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Merged: Manage Workflow Area Improvements
This discussion has been merged.
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Merged: Folders for Automations
This discussion has been merged.
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Editable Comment Field for Approver When Declining
Add an editable comment field option when an automated approval request goes out so the approver can enter why they are declining a specific request.
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Merged: Manage Automations Screen Updates
This discussion has been merged.
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How do I force "Send from Triggering User" to send from sheet owner?
All three options for automated emails - are poor options, is there a workaround somehow? Send from Triggering user - We have a department full of people manually clicking a button which sends an email to clients, the client will not recognize their individual names. Send from Organization - My department has its own name,…
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Nested If statements
I am new here, but cannot figure out how to make a nested if statement or an automation to change the status based on a date in the past. What I would like to happen is when any of these dates are in the past AND the check box is not checked the current status will change to "DELAYED". I can get it to work for one argument…
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Same Level Multiple Approvals
Is there a way to sent out a request that contains multiple approvals? There is a situation where we have a record that may contain anywhere from 1 to 3 approvals. All approvers have the same authority. To tally the approvals I would create a separate column that evaluates the decisions of either all approved, all declined…