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Chart of Active Customers

I am trying to figure out a way to generate a bar chart of our active customers.Each of our customer records have a "start date" and an "end date" when they were active. I can easily graph the "start dates" (see attachment) but this doesn't show our ...

spancakes by 5 - Automation Enthusiast
  • 268 Views
  • 1 replies
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Displaying the Percentage of a Total in Interface

 Hi, this should be really simple but there doesn't seem to be a way of displaying percentage of a total (fields meeting certain conditions).Basically I have a list of leads. Each one is labelled as "converted to customer", "converted to partner" or ...

percentage help.png
GMMM by 5 - Automation Enthusiast
  • 1669 Views
  • 8 replies
  • 1 kudos

View extensions in Interfaces

Hello: I'm wondering if anyone has figured out any clever ways to get what's in an extension onto an interface. We have a couple custom-built extensions that we'd like to display on interfaces so we can leverage the interface permissions. Right now, ...

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Limitations with New Linked Record Picker

Today there was an update called Refreshed linked record picker in Interfaces which makes the record picker for linked fields more compact and consistent.  I like the idea, but it breaks some important things in our workflow.Namely, it does not show ...

Calvin_Young2_4-1701976168697.png Calvin_Young2_1-1701975724986.png

Filtering by the top level view in a hierarchical list

I make extensive use of the hierarchical list function, but there is one thing I can't work out how to do. I've made a minimal example here: I have three tables, projects, groups and records. Projects can have several groups, and groups contain sever...

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ChrisB by 4 - Data Explorer
  • 163 Views
  • 0 replies
  • 0 kudos

Resolved! How to create a new interface?

Hello everyone,I can't find the old page where I could see my published interfaces, my unpublished ones, and create a new one. For a few days now, when I click on Interfaces, I'm redirected on the new interfaces page where I can see all my published ...

ClarenceK by 5 - Automation Enthusiast
Solved
  • 2588 Views
  • 11 replies
  • 11 kudos