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Condition for a workflow: created date is not in the current year
Looking for a solution to move data to another sheet with automation under condition "Created Date is not in the current year". I would appreciate if support.
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Move a row but only some columns
Hello I am trying to to split a row from a form entry and send 3 columns of that row to another sheet but not the rest of the row. Is there any way to do this without any add-ons? I cant have any vlookup or Index/match on the destination sheet so I have been trying to use a helper sheet but as soon as the first row is…
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Remove Rows That Are No Longer In Report
I've done a little bit of research and from what I'm seeing there isn't a way (but I'm hopeful you all have a workaround 😀). So I have sheets that contain multiple unique IDs for tasks (they are separated out by manager since we have so many of them) and if a task is deleted on a project plan because it isn't needed…
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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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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…
