-
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…
-
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.
-
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…
-
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
-
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…
-
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…
-
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…
-
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…
-
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…
-
incorrect routing of workflow delivery alerts
Change in ownership, but the creator of this sheet is still being pinged. Aside from "save as new" under new owner account, any suggestions to correct this routing? Thanks
