5 - Automation Enthusiast
5 - Automation Enthusiast
since ‎Jan 22, 2018
‎Nov 29, 2022

User Statistics

  • 31 Posts
  • 0 Solutions
  • 0 Kudos given
  • 2 Kudos received

User Activity

Hello! I’m trying to set up an automation where a birthday email goes out on the client’s birthday. I found the solution on changing their DOB to current year (thank you community!) however, I don’t want the emails to go out before 9 AM on the day o...
Hi there. I’m trying to set up a graph that would only show the transactions that have closed up to the day but within the current month only so MTD. I’d also like to be able to set up a graph that would show Year to Date or YTD for transactions tha...
Hi there I would like to be able to know how many hours a tasks takes a member on my team so I can be alerted if over 4 hours. The catch is that I want to calculate only business day hours not just straight hours. Example would be if the tasks is s...
I am trying to get a singular text result depending on what date fields have been entered. I can get each one to work separately with the IF(AND statement but I can’t get all three to work as one formula? Here are the three formulas I have so far: I...
I’m wanting to set up a trigger (Zapier) based a formula field. In this case when my formula output is “Alert”, then I’d want my zap to be triggered but the Last Modified formula column only watches for changes in editable fields, not formula fields...
Kudos from