I have created a record review interface to review projects, projects tasks, and click into the task to mark it complete. In my interface it shows my list of projects on the left hand column, with the selected project data in the main section. Within...
Created a simple form to submit a work order for repair services. User selects services needed from multi-select field. What is the best way to extract the services and create a line item for each service selected so that I can auto populate an estim...
Thank you for your reply, I did play around with the "sort list" automation feature, however this is only letting me sort the data in the projects base, not the 2nd level data pulled into the tasks field, as the find records automations runs off a ne...
