Automations

This discussion has been merged.

I see that the activity log indicates an attachment was downloaded whenever it is viewed or actually downloaded. It would be useful to be able to set an automation alert that triggered whenever an attachment is viewed/downloaded. This would help address some security concerns with tracking who has downloaded what. Perhaps…

We have a dashboard with lots of charts that show green, yellow, or red dependent on status from the source report. Ran into an instance today where the series was labeled green, but was showing the red harvey ball (meaning that our dashboard was reflecting 17 red projects instead of the correct 17 green). In a hurry, I…

I am trying to automate the task of assigning a person to an assignment. Users can submit a form, which generates a row on my sheet. The row then has to be manually assigned to someone to complete it. There are no values that can be used to really assign it to one given person- these are submission for setting up new…

Hello Community, I have created PDF's from data gathered in a form. I want to send the PDFs back to the contact (a column in the sheet) but I don't want to send links to the sheet. Is there any way to do this in automation. I realize it can be done manually. Thank you, PeterL

Hi all, I have set up a market research project plan with around 60 tasks. Each task is assigned to specific person(s) (could be multiple). I have a workflow where they 'assigned to' contact receives a (email) notification if the row on which he/she is 'assigned to' is changed. However, I only want them to receive (email)…

We are making a database. We made a sheet for this (AllJobs3) and are attempting to have this sheet pull the Primary Column from a master sheet (All41). We only want the primary column as the database doesn't require all fields. We have been messing with INDEX(COLLECT), INDEX(MATCH), & VLOOKUP but we cannot seem to get it…

Hi SS Community, I have the following nested IF column formula . The formula works properly through the "Red" part, but once I attempt to type DECLINED in the "Revised Final Date" column, the formula returns #invalidoperation. What can I change in my formula to show a Gray Harvey ball when I type DECLINED in the "Revised…

I have a Symbol column that I'd like to auto-change to Green, Yellow, or Red depending on the date values in my Start, Finish, and Project Status columns. For instance: If Start is in the past and Finish is in the future and Project Status is not "Complete" or "In Progress", Symbol changes to Yellow. I really wish…

I would like to pull "Type" from a different sheet by matching the Project #. I've used both INDEX MATCH and VLOOKUP formulas which has worked well! Here are the formulas: =INDEX({Program Intake Form Range 1}, MATCH([Project #]#, {Program Intake Form Range 2}, 0)) =VLOOKUP([Project #]#, {Program Intake Form Range 2}, 5,…