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Prevent Formula Overriding
Hi there! I have a column set up to indicate Task Progress (can choose from dropdown: Not Yet Started, In Progress, Nearing Completion, etc.) but also would like it to automatically mark "Complete" if another column (checkbox formatting) has a marked checkbox. The issue I'm having is that the formula erases if someone…
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Project Approval Received / Master Project Sheet Populated
I'm trying to setup an intake process where a new project is submitted through a form and appears within a project intake sheet for review/approval/denial. If approved, I'd like certain, if not all, column values for new projects to be copied over to a master sheet, which includes additional columns for project charter and…
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Nested IF Statements and RYGB balls
I have a status column that is being manually entered based on the days past due. I am trying to automate RYGB balls. I have gotten the equation to record what I want for Red and Green, however, I would like to have a blue one appear if the if the status is in queue. The problem I am running into is that the Days Past Due…
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Card View by Contact List column type
Hi there, I have a sheet for tracking contracts and assign the contracts to my staff of 10. I would like to be able to have my swim lanes be organized/sorted by the "Contact List" column type (I have my assigned staff in this column). based on this help…
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Delayed automatic form entry response
We wanted to create automatic delayed response to a form entry. It would send email back to whatever email was entered into form field 72 hours after the form has been filled. The response would say something like: "Your request has been approved". We wanted auto data stamp column to generate that response but automation…
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How do I return a date based on a dropdown value?
Hi all, I am trying to work out a formula to get a cell to return a date based on a dropdown value. I need the cell to tell me when a matter is due, based on when the matter was received and the priority rating. the priority levels are (Service Type): * Fast track - 7 days * Basic - 14 days * Standard - 30 days * Complex -…
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Auto-populating form fields
I'm working on a form right now and am having some issues that I'm hoping someone can help me with. I'm trying to develop a form that auto-populates specific fields. Something similar to the "request an update" feature, but in a form that I can edit the look and layout of. I've tried using a query string, but so far I…
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CONTAINS, MATCH, INDEX Help
I'm trying to use CONTAINS, MATCH, and INDEX in cross-sheet formulas to pull location-specific system component inspection information from invoices to my asset register. Sometimes, the invoices will have more than one system component on them. I want to make sure the formulas will pull the information for each of the…
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Automated Workflow vs Reminders
I want to be able to have emails automatically be sent out 30 days prior to xx date for a sheet. I've been playing with the workflows and can get it to work but it needs a trigger. Whereas the "set reminder" can do what I want without a trigger but only goes out 14 days. Is there a way to get email notices based only on a…
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# BLOCKED
Hi, Getting this error in only on one sheet. There are about 20 sheets, but only one throwing the error. Originally, the formula was more complicated, so I tried troubleshooting to see which function is broken. Right now, the only thing in the cell is "=COUNT([Task Name]:[Task Name])" All that is doing is counting all…