Adalsteinn_Joru - profile

Adalsteinn_Joru · Nov 17, 2021

Hi there, In an opportunity table I have made a look up field that collects multiple delivery dates of a product into a single cell. When a condition is changed in the Opportunity Table (to ‘opportunity won’ or ‘sale’) a record is created in the Deli...

Adalsteinn_Joru · Sep 14, 2021

I am trying to make a quote builder in an “opportunity table” The way I do it is I mark a company/contact (in their respective tables) as “in progress” and a record gets created in another table (called Opportunities). in there I link to a products t...

Adalsteinn_Joru · Sep 06, 2021

I’m designing a CRM using a series of Airtable Automations when I change the status of a record in company table (or contact table) to “in progress” (a single select field) a new record in the Opportunity table gets created. This is working fine. my ...

Adalsteinn_Joru · Sep 07, 2021

It worked! :slightly_smiling_face: Thank you so much

Adalsteinn_Joru · Sep 07, 2021

Thank you, @Justin_Barrett ! I’m very excited about airtable. But I’m new to this and a bit confused. I did what you suggested, ran another trigger step and it was a success. But after hitting the “plus” sign again, it still only showed me fields fro...

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Creating an automation that separates multiple dates into corresponding records in a different table

Quoate building and sending

Automating single select fields

Re: Automating single select fields

Re: Automating single select fields