Automations

 

Discussion List

  • Setting a reminder - automation not working

    Hello, I am trying to set up a reminder to go out three days prior to the "Start Date" - I've tried using the trigger for rows being changed as well as dates changing, but nothing seems to work. See below sample. What am I doing wrong? Thank you in advance!

  • "Copy Row" Automation workflow creates duplicates in final sheet

    I have one sheet where we catalog all the estimates that we do. Each row is an estimate and there's a column that has the contractor for that job. I made a workflow where this sheet copies each row that is marked with a specific contractor and sends that copy to another sheet I made to catalog that specific contractor's…

  • 30 days past due warning

    Hi, I need to find automation or formula but not sure which. I have a column of due dates, I need a another column to say "30 days" if due date column is over 30 days past due. Any help is appreciated. Thank you Kim

  • Automation emails

    Hi, I am wondering if someone can assist me with why I am getting notified 7 times for an automation I have set up. This is the automation I Have set up and when I test it out, I get 7 emails stating the same thing.

  • Date restrictions or drop down automation

    Hello All Is there a way to restrict date fields on a form to only M-F and nonholidays up to a month out? We want them only to select available dates. I am using a drop-down, and I have to adjust the options each week. This form will have ongoing usage. Any suggestions on how to do this best or automate it?

  • Merged: Add Today's Date as default value in Form

    This discussion has been merged.

  • Merged: Automation Workflow - Action/Condition - Drag and Drop / Copy and Paste

    This discussion has been merged.

  • Replacing Cells when row is moved to another sheet?

    Here you will see my columns, and my archive (2nd sheet) is the same, i have an automation that basically says when the next recurring date has populated and it is -2 days old to move that over to my main sheet, and that is working for me. My question is, is there an automation or a formula where when it is moved back to…

  • Automations No Longer Triggering

    We have multiple automations that were previously working that are no longer triggering and I can't figure out why. Here's one example: It was last triggered over 2 weeks ago but there are 53 rows that have an updated status meeting the criteria that have not moved over to the Archive sheet. Any idea what might cause this…

  • Merged: Copy Workflows to Other Sheets

    This discussion has been merged.