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create automation to auto update workback schedule

Hello! I have an event workback schedule set up with a formula column to auto-generate a due date based on what date I specify in my date column (see ex. formula below). However, I would like to have the formula column auto-generate a list of due dat...

meg1 by 4 - Data Explorer
  • 448 Views
  • 0 replies
  • 1 kudos

AutoSort Linked records based on criteria in the linked table.

Hey-I will spell this out as simply as I can!I've got 2 tables.Event RequestsHostsTable 1 has a linked field titled Possible HostsThe Possible Hosts field contains records that are automatically linked via automation. [the automation basically finds ...

shmuelpalgon by 5 - Automation Enthusiast
  • 865 Views
  • 1 replies
  • 0 kudos

Automation matches condition and pull data to another table

Hello I'd like to askso I have 2 different tables1. [User Accounts]2. [Profiles]how to pull data from column (User Role) with value "Job Seeker" only. which is in the table [User Account]and I want the Primary Column [Profile] table to be taken from ...

When record matches condition doesn't work properly

I'm having troubles with "When record matches conditions". I have 2 states which trigger the automation, but if my record is on the first state and I changed it to the second state the automation doesn't run. I'm pretty sure that this has worked to m...

savelozo by 4 - Data Explorer
  • 408 Views
  • 1 replies
  • 1 kudos

Auto "Page-Designer" email when new record is created

I have some 'Time-Sheets' that need to be verified once they are inputted (the record is created). I would then like the record "printed" (sent via email) via the "Page Designer" extension for verification. Is it possible for this to be done? Either ...

JuanDSantos by 5 - Automation Enthusiast
  • 787 Views
  • 0 replies
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Resolved! Getting record count in Gallery view after filtering

So I found no way to get the total record count when I am in Gallery view. I would especially like to get the count once I have applied any filter.In the "Full View" the status bar at the bottom does show total count. It also updates when a filter is...

VineetK3 by 5 - Automation Enthusiast
Solved
  • 2457 Views
  • 3 replies
  • 0 kudos

Resolved! Showing revision change in an automated email

Hello,We are on the enterprise version and we are wondering if it is possible to pull in a revision into an automated email.For example, we want to be able to show a change in dates and would like to be able to show the old vs. new date within an ema...

Sum of status

Hi! Does anyone know if there is a way to do a sum of each status?For instance I have 5 statusStatus 1 - 14Status 2 - 29I am trying to get a view or a script to be able to automate an email that shows how many items are in each status. thank you!!!

aday by 4 - Data Explorer
  • 403 Views
  • 1 replies
  • 0 kudos