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Multiple workflows in one sheet
Hey all, I currently have a source sheet with information regarding students in our organization's program. The first image is a screenshot of the source sheet with each student as a row. The workflows I have created are meant to add each student to a sheet that corresponds with the grade and CC lead as each lead has a…
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Unable to change cell with using an automation
I am trying to create an automation that changes a cell when another cell changes. For example: When status column field changes to On Hold, the Health column field is to change to the yellow circle (symbols option). It does not give me the option to select the Health field. Does it have to do with being a symbol?
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Automated Workflow - Triggering Alerts to Emails in Column on Sheet
Hi There, I was setting up an automated workflow for one of my sheets but ran into an issue. I want to alert the person (whose email address is a data cell on the sheet) when the status of a cell has been changed to "Order Completed". The trigger conditions for the workflow are fine and make sense but how can I designate…
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Workflow Automation - Primary Column
I have renamed my Primary Column to 'Location Name'. In my workflow I would like to reference the Location Name in the subject line. My subject line reads {{Location Name}} - New Project The Location Name is not being transmitted in the email resulting from Workflow Automation. I have tried changing it to {{Primary}},…
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How do I create a workflow to record a date in the future?
I have created a workflow that will record a date once a request has been approved. However, now I need to create a workflow that will document a review date 1 year from the approval date. I can select the record a date option, but it will be the current date not 1 year from that date. Any assistance would be greatly…
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Record a Date Workflow not working with Drop-down column selection
Hello- I'm trying to use the "record a date" workflow to record when a new selection is chosen from a drop-down list, and the function isn't working for me. When I choose the trigger column in the workflow, it only shows "when GCE Report Status changes"- not "changes to", and doesn't allow me to select the fields. Could…
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Workflow from Harvest
Hi, I have time logs being imported from Harvest from multiple projects, I then want to split this data again using workflows into separate sheets with relation to a specific project. Eventually I want to roll this out between a team of people (around 10 people). Is this possible as I have other workflows that work fine,…
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Tracking record of Email notification in the sheet while sending reminder
Is there any option to record or tracking a email notification as reminder which using sending using workflow automation. As per below scenario I have a created workflow with 7 level of approval in which I have created cross link sheet which has each approver reminder days setting. While sending approval request I want to…
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Send automated workflow emails on weekdays only
Is there a way to ensure workflow emails are only sent out on weekdays? I have a workflow set up to send update requests 2 days before a due date but I'd like them to only go out on weekdays. For example, if something is due on a Monday, instead of getting a notification on Saturday (which tends to be ignored), the…
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Automation Workflow Sequencing for E-mail Notifications
Hello, I've been rolling out some new sheets/processes to my colleagues and I've run into a little snag that I'm hoping to seek clarification from you awesome Community members. Scenario 1: I have an input form that will automatically assign requests to a user and I also want to send an Alert to that Assigned To user. When…