Referring to Row 6
I have a Status column and that can be Open or Closed. It depends on the condition of the Progress column which can be selected from the following dropdown menu. The first 4 conditions mean the Action Item is “Open”. The last condition means the Action Item is “Closed”.
Has anyone else experienced the newly-released multi-select option being buggy? I seem to have 50/50 luck when I attempt to select from the drop-downs when it wont display drop-downs. I thought it might have just been me but then I had the (not) wonderful experience of showing my VP the new
We are using SS and considering DMS options (Efilecabinet, Box, M-file) to manage the bulk of docs we handle in the process.
Wondering if anyone in the community that has a DMS in place can provide feedback or advice on their implementations. (how well it integrates with SS, potential
Looking to VLOOKUP into one data sheet to find
- a sales rep name where the sales stage is contracted and sum up the Estimated Value field, which sums up any dollar amount in the (estimated value) field. End result is to show a sales rep and how much they have contracted to close via a dollar
I can't seem to figure out how to trigger a new Workflow on an existing data set.
I created a Move Row Workflow that is triggered by a change in my Status column and where there is a date present in another column (two conditions).
I am having to change the Status from Completed, save it,
Hi, there. I have a couple of questions regarding the email that is sent when a user chooses "send me a copy of my responses" when filling out a form.
1. The email is coming through with a high importance flag. Is this standard? Is there a way to change this?
2. The email sender is
1. I have Action Items that can be reviewed by up to 3 Reviewers (Reviewer 1, Reviewer 2, Reviewer 3) before being Submitted for Approval. Reviewers are identified by Name. Reviews are done in parallel.
2. Some Action Items are reviewed by all 3 Reviewers, others by just 1 or 2 Reviewers.