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Re: Document Builder Mapping Transfer
I guess there is no update to the timeframe this will be released? This is an important upgrade and needed sooner, rather than later.1 · -
Re: Automated Workflow
@ro.fei Here is what I was trying to do with the workflow: When Billable Task Complete (this is the linked cell) is 100%, change the value in Invoice Status to SEND. The only way I could get this to …1 · -
Re: Automated Workflow
@ro.fei I'm sorry forgot to tag you in my update. I found a way to make everything work without the task complete column. I'm using a formula in the Invoice Status column which will set the value to …1 · -
Re: Automated Workflow
Update: I figured out how to make it work. I use a formula in the Invoice Status column to set the status to Send, when Billable Task complete = 100%. Then, the subsequent workflows will work and con…1 ·