-
How to generate dates faster through automated workflows?
I have a sheet that sends automatic update requests once a new row is added. Once a new row is added through a form, the creation date is automatically generated to the current date and also a follow-up date is generated automatically at the creation of the new row. However, the dates do not generate quickly enough and so…
-
Automation for Column Help
I am interested in using the automation for our inventory. Currently we have our sheet set up with two columns Current Stock and Re Order stock. We are trying to have a workflow where if column Current re stock is equal to Re Order stock it send an email that its time to reorder this specific item. We are running into an…
-
Nonsense letters - Mapping PDF doesn't pull information from form/sheet correctly
I am trying to use the entries from a form to auto-generate certificates of completion. It seems I have everything set up correctly (Fillable PDF mapped, set up in the workflow, correct column naming etc), however it generates nonsense letters for the entries. Any ideas on what I should troubleshoot to fix this?
-
Does the Request an Update field in Workflows/automation have the ability to make fields required
I am looking for a way to make fields required in the Request an Update form that gets emailed once triggered in Workflows. I know this is capability is available in the initial form but I am unable to find a way to do this as a workflow.
-
Use workflow to send to someone in your contact
I have created a contact under My Contacts for our accounts team email address. When a new line is added to a sheet I want the workflow to let the Accounts team email address know. When I create the workflow and choose Alert Someone the Contact I created in My Contacts is not coming up. How can I have this workflow go to…
-
i am trying to create an automation but cant find the any the sheets on my workspaces
-
Allow linked cells to trigger workflows
Just as the title says. It's really frustrating when you want linked cells to trigger a workflow but you can't.
-
Automated reminder for an approval request
I have a process for requesting approval that requires approval from 5 different people. Once the first person approves, the request is forwarded to the next person. How can I set up automated reminders for each approver if the status remains "submitted" for more than 3 days?
-
Why is a formula not triggering unless someone opens the sheet?
Hi there, I have 150 sheets that individuals use as time sheets. The sheet has rows for all the dates for a quarter. I have a "Current Month?" check box column in the sheet that checks the cell if the row date is in the current month. It uses this formula: =IF(MONTH(Date@row) = MONTH(TODAY()), 1) I have another check box…
-
Visible audit log instead of "view cell history" for numerous lines of data
I know I can view who marked a check box through view cell history but I'm looking for a way to display the person who marked an "approved" or "Done" check box without all the extra clicks; I need a visible export format as an audit trail. I can't rely on the "modified by" field because we have users that go in after an…
