Hi all,I'm looking to roll up a set of linked records into one total linked records field.I am building a sales CRM and have different recruiters being labeled for different phases. Below is an example of my "leads" database. All items in brackets ar...
I need to be able to write a formula that checks if the last modified date is after a specific date and time. Basically, I imported a large batch of data and I want to track whenever a change is made after the specific date and time of import. I'm ha...
I'm building a formula to roll up a list of people's names only if they are filled. I would like the formula to result in:[Person 1], [person 2], [person 3], and [person 4]Sometimes there is no person 2, 3, or 4 listed. Right now i have the formula l...
I would like views to be automatically set to collaborative, not personal, or at least have the option to set which you’d like to be automatically set. My team never really uses personal views and it’s frustrating to have to change it every time!
Hey, figured this out. Needed to add a "find records" action before I could update them.AutomationsWhen record is updated: - When the "formula total recruiters" field is updated (which lists Recruiter 1, 2, 3 with conditional commas for linked record...
Yup - just figured it out, that was the issue. Had to update formula to be in the same timezone as the import.Updated to:IF(
IS_AFTER(
{Updated Post Initial Import},
'2023-07-14 160000'
),
"Updated Post Initial Import"
)
Thanks! This should work - but, it's showing every single record "updated post initial import" even when most are before 12:00:00 (11:58:07, etc). Is it due to timezones that this isn't reading correctly?
