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Syncing schema / table structure between bases
I have a schema, which I would like to implement for 3 similar businesses. Is it possible to have the same base template, and have the schema synchronised between ALL 3 bases? That is, if for example I add a new table, it is also added on the other...
- 11 Views
- 0 replies
- 0 kudos
Published Form missing Helper Text
I have published a form and used the helper text as a description for some fields. When I preview the form within my account, it looks great. When I try to use incognito mode or a different account to view the form, the helper text is missing. Can so...
- 23 Views
- 2 replies
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Automation to populate field from different table
Hello, I am looking to build an automation.I have 2 tables Task & Sub Task (Both are linked), if a sub task is created under the task record then the project selected on the task should be auto-populated on the sub task project field that's related t...
- 19 Views
- 1 replies
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Manual entry for Formula field.
I have a payment tracking table. It has fields that are Original Cost, Variable Cost, and Fields for each month(Jan - Dec): Formula Field). The original cost is linked from another table. If the user does not provide any value to Variable cost, The o...
- 42 Views
- 1 replies
- 0 kudos
How to see detailed charges / billing
I gave access to a couple of people who are actually my clients to a database I designed for them.I want to know what is the exact charge for those licenses / users so I can charge them for those expenses.
- 38 Views
- 1 replies
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I need a formula for 2 decimal digits mixed with text
I'm new here so I do not know that many formula. I imported my tables from excel and I have it generate name of the product with product name + weight. However, I want the numbers that are generated in 2 digits format. And here is my current formula ...
- 55 Views
- 3 replies
- 0 kudos
Forms: avoid entering an existing ID
I have created a form to create new Project records. Each project requires a unique ID which matches a particular format (XXXX-000).How can I make sure that no-one uses an existing unique ID when filling out the form? I really need to avoid duplicate...
- 168 Views
- 3 replies
- 0 kudos
Task Template via Automation Help | Multiple "buckets" of task types
Hi! I'm trying to use a Task Template table & an automation to create Tasks aligned to an Account based on a specific criteria. I've got the automation working with the following set up: When a record matches a condition in the Accounts tableProduct/...
- 41 Views
- 1 replies
- 0 kudos
Nested formula only partially working
Hello,I'm trying to create a mapping using IF and OR statement, in order to map a set of values for the 'Status' field to this new formula field. This formula doesn't cause an errors, but it only partially works. Does anyone know why this doesn't w...
- 746 Views
- 2 replies
- 0 kudos
Hide/Show field or group based on logged in user
Is it possible to only show certain fields to certain users?For instance, if someone is logged in and has an email that ends in @whatever.com, we can mark that field only visible to those users.Any other suggestions would be welcomed!
- 56 Views
- 2 replies
- 0 kudos
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