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Need workflow help
I have been fighting with an approval workflow triggered by a new line, based on dollar ranges, and an established DOA (delegation of authority) hierarchy. Is someone able to help? Maybe a screen share session? Tell me what needs to be done to arrange that. Thanks!
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Creating a Workflow to Transfer Data from One Sheet to Another
I have a sheet 'A' that contains several columns, including a column called 'Country'. I have already set up a workflow to transfer whole rows to another sheet when the 'Country' cell value changes to 'Costa Rica'. However, I now need to transfer only specific cells from sheet 'A' to specific rows in column B on another…
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seeking to establish a cross-sheet workflow to transfer a cell value to another sheet when a drop do
Hello, I'm seeking to establish a cross-sheet workflow to transfer a cell value to another sheet when a drop down option is triggered. I have tried the row transfer workflow but it transfers the entire row, when I'm only seeking to transfer a select cell value in that row when triggered. Any assistance would be greatly…
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Is it possible to get rows automatically sorted in a sheet as new rows are added?
I have several sheets where it would be incredibly useful for them to automatically sort as new rows get added & cells change. Is there a workflow I can set up to do this so it automatically sorts on some kind of timeline (daily, weekly, etc.)?
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Survey Form Automation & Teams Integration
I've created a form for the HR Dept to collection employee appreciation submission. They want all submissions posted to the Team group. I was able to complete all the required ask except I can't figure out how to remove the link <GK Shout-out Submission Form> at the top because they don't want anyone to have access to the…
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Automation Alerts Not Sending When Change Cell Action Is Included in Workflow
I have several workflows on a sheet that alert the people in a Contact Column when certain events happen in the sheet . . . Invoice Paid Date added, Row Added, etc. Everything seemed to be working until I added a Change Cell action after the Alert action. Once I added the Change Cell action, it would run but the email…
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automated alerts triggered by number of entries
Hi, I've been asked to help with a form. They'd like to cap the number of entries at 100, and I'm not sure that can be automated. They'd also like to receive alerts after 25, 50, 75, and 100 forms are submitted and new rows are added. I see a way to get an alert after certain dates, but not in the number of entries. Is…
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Edit destination sheet when changes are made to a source sheet
My organization has multiple divisions working on several projects, so each division has their own project management sheet to track project timelines, tasks, budget, etc. I was hoping to have each division's sheet automatically update into a larger organization-wide project management sheet so our executive leadership can…
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Move row to another sheet based on cell - not working properly
Hello everyone, I've been trying to figure this out on my own for a few days but haven't been successful. Error: Workflow states move row if a column contains one of ten options. Workflow moves all rows for all options. Example: Drop Down Options: Not Started, In Progress, Complete Sheet 1: Task Sheet Sheet 2: Completed…
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Automated Workflow...What is the best way to optimize the Update Request?
Hi, I am trying to set up an automatic workflow that will send a notification to users who have tasks assigned to them on a weekly basis (recurring) to get status updates. I have created the following request with a custom message: However, some users are not seeing the customized message, so they are unaware of the task…
