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Workflow sporadically not triggering
Hi all, I'm looking for some assistance with an approval workflow that I developed. It is currently set to trigger when rows are added or changed, when "Employee Name" changes to Any Value (see image). Out of a list of 95 submissions, the approval workflow did not trigger approximately 20 times. The "Manager's Email…
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Notifying someone they were assigned multiple new tasks without sending a notification for each Task
I have a task tracker sheet and regularly enter multiple tasks that are assigned to a single person. What is the best way for me to notify them of the new tasks without having a new notification sent for each individual task? Thanks in advance.
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Workflow Approval Matrix
I am wondering if anyone knows a way of when creating an automated workflow for approval if there is a way (and if there is how) to set a criteria to follow a path. For example, if someone requests to pay £66k it would need to go to Approver Level 1, Approver Level 2 and Approver Level 3 but not any higher. Is there a way…
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Workflow action: create or update depending on the record existence
Today there isn't a way to update when the record already exist OR create only if the record does not exist yet
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Multiple approval with Multiple Condition in Workflow
Dear Team, Is it possible to set Multiple Approval with Multiple conditions. I have below scenario I have created Approval workflow with 8 level of Approval and it's working fine and smoothly. Later I have added Conditional of Department in the 1st Level of approval that, if Department = B and Section = X then it's…
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Denial Reasons and workflow
HI all. looking for thoughts on how to provide reason codes when a form submittal goes through the approval workflow but then is declined and providing a denial reason as part of that denial so the submitter can see that in the email response. Thank you
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Pull latest date of a task from a Task Sheet to a Latest Contacted Sheet
Hi community! I'm trying to find a way to have two sheets linked together. 1st Sheet: "Task Dump" where I can input the day-to-day tasks & notes after chatting with customers. Columns: Customer Name | Date | Type of Task | Action Items | Addtl. Notes 2nd Sheet: Pulls in the latest contacted date, type of task, action…
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How to set as a default in Contact column the person that added a new row?
Hello, In the Sheet I am using, I have a contact column named Requester which is the person who has added the request. The requests are added directly into the Sheet. I would like to automatically set the value of the Requester to the person who added the new row. There is the action "Assign people" in workflow, but I…
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Copying Column Into Blank Sheet
I'm looking for a way to copy a single column into a blank sheet. When I started the project, I assumed cell link would be perfect, but that doesn't work with the destination sheet being blank. The project I'm working on uses a form that's filled out 24 hours a day. The information from the source sheet is copied into the…
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Conditional Formatting To Red out a Row, if ID# has been used before
Hi all, I am trying to create a conditional formatting to mark a row Red if the ID# has been used before. I have plenty of conditional formatting experience however I just can't seem to figure this part out. Basically in a list of projects I.e 1,2,3,4,5 they move at different speeds and sometimes a project wont be on a…