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Reminder to do something after so many days
Hello - I am trying to write an automation with a delay in it. Specifically, when a card/task gets moved to completed, I am auto filling in the date it was completed. I am hoping to reminded to follow up with the person 6 months after the work was completed to see if it really met their needs or if there was any more I…
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Date - Workflow - Automation Assistance
I have a requirement to update the "Request Closed On' date with the system date. Based on the Current Status, set to "Closed" to the particular row of the cell. I am using the pre-built template - "Record the date when specified criteria are met" This is the logic i have written, when I am executing the workflow. The date…
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Organization name as sender of workflow alerts is not updating
Hi All I built out a set of workflows on my reseller account and then moved the solution to the End user's Enterprise account. However the workflows that are to be sent from "my organization" are still being sent with my account name, not the end user's account name. I am an admin on the workspace in the end user's…
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Notification Workflows using Multiple Contact Columns
I have 4 contact columns in a sheet that I want to use in an alert notification. Does anyone know what would happen if the same name is repeated in multiple columns in a single row. Would the person receive duplicate emails?
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Record a Date Workflow - Record Future Date
Please provide the ability to set the recorded date to be X number of days in the future.
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Data Shuttle Works upon set up then fails
Hello, I set up an Offload workflow to SharePoint. It ran for two days and has been falling since. I receive the following error "Workflow Execute: Could not access target. Please check your workflow configuration for errors.". In some of the research, found that I should not use Microsoft Edge. I deleted my workflow and…
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Group Multiple Automations into "Folder"
Hello. I have an approval sheet with 11 categories. Each category contains automation workflows with between 5-7 steps each. My workflow window is very messy and complex. Is there a way to group each category of workflows into a "folder", or some type of set? If I can do this, is it possible to clone an entire set of…
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Recurring Task Tracker
Good afternoon, I set up a recurring task tracker for use by different groups within my department but am having trouble setting up the recurrence for automation. I would like the automation to begin the 25th day of each month (irrelevant what day of week) and repeat for the next 21 calendar days. As I go through the…
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Trigger "when rows are added or changed" doesn't work
Hello all, I have created a Workflow to send a weekly email notification when rows are added or changed in a Sheet, but it doesn't work with "Run Now". It doesn't detect any of the changes made. I have created this Workflow on other Workspaces and it works fine. If you have any idea, why in this case it is not working, do…
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Why is my destination sheet not showing for copying a row in a workflow?
I can copy a row from my original sheet to my destination sheet manually, but the destination doesn't show up when I try to set up a workflow. I have admin access to both the original sheet and the destination sheet. Any ideas? The images show how I have access to the UWM Shipping Record under "Sheets", but when I open…