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Office Clinic Patient Registration Booking
I am looking to set up a booking system for a downtime project to be able to use in our offices (clinics). I would like to be able to see the rooms for that location and the availability for each time slot. Ultimately if a patient checks in they would then be assigned to a room during registration. 2. Is there any…
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Is there a way to create automation workflows from Proofs?
We're exploring ways of using PROOF as a way to get approval on requests. The Proof screen only allows the reviewer to select Approve or Require Changes. If we have the reviewer click on Require Changes and enter "Denied" into the comments, can we create an automation that would update the status column to "Denied"? We're…
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Save as Folder option does not change form path and history table path. Need to change manually
Dear Team, Save as new Folder option does not change form path and history table (copying records from workflow) path to new folder location (folder created using save as option), We need to change manually. (Kindly refer below scenario) Example: I have created workflow to copy current record to new sheet whenever change…
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Why is workflow triggered on out of date data?
I have a Workflow running despite condition not being met. This is a NEW behavior in a workflow that has been running unmodified for at least 9 months. (Maybe even years) I have seen this occur several times in the last few weeks. Trigger: run every Tuesday and Friday at 3:00 AM Condition: "Status" column is one of:…
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Why is my renamed sheet not being recognized in the automation sheet lookup?
I am trying to create an automation to move rows from a user entry sheet to a locked down sheet — I renamed the sheets with numbers to put them in order & to see the visual process flow. When I create the automation for the rows to move, the new sheet name is not being recognized & only the old name appears. When I test…
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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…
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Can you re-trigger an approval workflow?
I have a couple different scenarios that I've run into. The first is that the end user is saying that the approval request isn't coming to them, so they can't approve anything. The second scenario is that the approval goes to a person that they wrongly identified and we need to re-route the approval to the appropriate…
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Merged: Increase Row Limit in Worksheets
This discussion has been merged.
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Field for Update Request Workflow not editable
Looking for some assistance. I have a sheet that I am requesting input from end-users via a workflow. The web browser form is populating all the requested fields, but the End Date is not editable (it's not locked). This isn't an issue for any of the other fields I am requesting for input via this workflow - This includes…
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Request an Update - prevent access to the sheet?
Is there any way to request an update to fields but omit the "Go to Sheet" option on the request notification? We are trying to streamline review input, but don't want every person to see all the data, and therefore input from other people. Using a link to the form doesn't provide for pre-populated information to appear…