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?
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.
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 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?
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…
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…
It would be nice to see: all the triggering events of an automation all notifications and recipients of automated notifications version history of the automation configuration
Good afternoon, I would like to ask if there is the possibility to create a workflow that sends email (Action: Alert someone/Request an update/Request an approval) using emails that are in a column inside the sheet but the type of the colum is a Text and not a Contact List. Thanks
I have a sheet with already multiple rows created. I have a column with ID numbers for each row. I want to set up an automatic way to generate an ID number for all future rows added. For exemple, the last row created has an ID number of 2300. How to automatically generate an ID number of 2301 for a new row added?