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Automate Weekly Copy/Paste of Hierarchy
I have a weekly tracking sheet that I update each week by doing the following: 1) Copy/Paste the current week's hierarchy (lines 546-561 in screenshot) to the last row of the sheet, 2) Update the week column, and 3) Clear some of the data for the new week. While this doesn't take a long time for one sheet, I do a similar…
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Including Images in a Workflow Automation
Hello Everyone! I am creating an automation and am aware that an image cannot be included in the body of an automation email. However, I opted to have the image attached to the workflow email by including certain cells. The issue I'm running into is that when the image is attached to the email I am getting the following…
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Hiding or deleting content via Automations
I have multiple sheets following a complex workflow. When some of my workflows are completed and moved to the next step in the process, I want the row of information on a sheet to be automatically hidden or deleted. I see that we have delete a column, but not a row. I need my row to be cleared after the data has already…
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To be able to modify/update certain column setting using Approval Workflow
In the Approval Request workflow, we need to be able to modify some of the columns in the approval path instead of adding another action to follow. As our approver "approves" in the Approval workflow, our approver needs to add additional information in the column. If we use update request, this creates 2nd…
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Automatically Sort Rows in Sheets
As rows get added & cell values change, it would great if we could automatically sort them in the sheets themselves instead of having to set up reports. Adding the ability to do this in a workflow would be a fantastic addition. Right now we have to do it manually.
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How do I "check a box" in one sheet based on criteria from a separate sheet?
Ideal Outcome: I get weekly training reports generated to sheet "x" and when someone is marked as "complete" in the training reports, I want to have a box in sheet "y" be checked. Is there a way to automate this process without copying loads of unnecessary data into the tracking sheet (sheet "y")
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percent column - are we all just guessing?
We're implementing a new template set for projects after some great sessions at ENGAGE. I'm writing some automations and getting things ready for end users to test but I keep coming back to the percent column. I'm stumped - how are others selecting or defining their percentages as a project progresses? How do we…
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Report showing Item entered Fail, but not Pass
Hello all, First time posting here. I'm using forms to populate sheets with data on quality inspections processed. I'm looking for a way to create an ongoing, active report of units (which are identified uniquely with a serial number) that are awaiting fixes. Currently I submit a form for the initial "Fail", then submit a…
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Copying Workflows between Sheets
In my operational work I use Sheets as Action Trackers for all the countries we are implementing my project. When I was tracking about 5 countries I got the idea to create workflow that if any task is assigned to me the line is automatically copied to another sheet that is actually my Kanban Board so in one place I can see…
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Workflow emails without attachment only show the subject line in a mobile/web environment
Sometime between 10/21/2024 at 2:27 pm and 10/22/2024 at 7:33 am my workflow emails stopped behaving predictively in a mobile environment. I have an automated workflow that sends a summarization of information to field personal upon submission by a project manager. This info may or may not include attachments. These…
