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Invalid Workflow Error
Hi all, I just received an email saying a workflow has become invalid because it contains automated actions that are only available to Business or Enterprise plans, but we're currently on a Business plan, so I'm not sure why this message triggered in the first place. Thankfully I was able to reactivate the workflow and run…
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Workflow Administration in Control Center Global Updates
I would love to see the ability to create, update, and administer workflows in Control Center provisioned projects. A few use cases: We recently completed our implementation of Control Center and migrated our live projects into the new framework. Some of the blueprint templates have alerts configured and it would have been…
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Dependent Sheets
Well…I guess have some more questions. I have a "Parent Process" and a "Sub-Process" in a sheet. I want to develop a link to other sheets, based on the sub-process. So whenever a sub-process is added, it automatically adds the sub-process (not the entire row, just the name) to a different sheet and creates an automatic…
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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…
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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…
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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?
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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.
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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…
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i am trying to create an automation but cant find the any the sheets on my workspaces
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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?
