-
Automated workflow issue - move a row
Hi, I've created an automated workflow - move a row, when a client changes from active to inactive. While the row successfully moved to the inactive clients sheet, it put the row on row 48 instead of row 1. Even in the active clients sheet, it was only row 20, so I'm confused about why it is so low. Is there a way to fix…
-
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…
-
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…
-
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
-
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?
