This website uses Cookies. Click Accept to agree to our website's cookie use as described in our Privacy Policy. Click Preferences to customize your cookie settings.
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...
Thanks Adam. In the base that you sent me, if/when I make a date change to the {Birthday}, the updated results in the {Change birthday to this year} says the year 2021 vs 2022. It’s correct upon original data entry so I can’t figure out what’s happ...
Hi Adam - For some reason the “change birthday to current year” formula is showing results with the year 2021 vs 2022. Any ideas? Thanks
DATEADD(
Birthday,
DATETIME_DIFF(NOW(), Birthday, “Years”),
“Years”)
Aha! I re-read your reply and saw that I could duplicate the base and then see the formulas. I’m all good now. Again, appreciate your quick help Adam_C.
My apologies but I just realized that I don’t have my formula for “change birthday to current year” correct. I’m getting some with the year 2021 and some with 2022. Can you also provide your formula for this column as well? Much appreciated Adam!
