I have a "master" table containing Clients, and an interface page that presents selected information as a dashboard launching point for each client. I have a separate table where clients can input "evidence" of all kinds, and from that I can filter, ...
There's an AT script called "find & replace." That's great - but how about if instead I find a string of text in a field, copy what follows up until a find another string of text (/BeginAddress Name, Street, City, Zip /EndAddress), then paste that s...
See this?It displays a grid view of records from a specific table. The tab labeled "All entries" is unfiltered; under "More," there are other tabs available showing the same data with pre-set filters. I have no idea how I got those tabs to be avail...
Not sure how to even ask this - below is a nice calendar view with tasks on it that have durations set for them. I don't need to set durations for tasks, but I do want to have "successive" tasks shift by the same amount as any "predecessor" task tha...
I am a solo lawyer but I collaborate on some of my cases with other lawyers.I need to be able to see all of my cases in one place, but I need to share information with the other lawyers only for the cases that they are involved with and they need edi...
Thanks Dimitris - I was able to create a formula with the client record ID, but the problem is that adding that to the end of the interface URL takes me to a "page not found" error. I tried a few things like adding "/" or "?" and some stuff with no ...
Also I just realized that a "user" field is a field type, whereas I have just been assigning these people to a multi-choice field that I created. Maybe I will try adding a "user" field for them and seeing if I can shift the logic to that, then delet...
Thanks Scott.This is the part I don't get: "When you share an interface, you DON'T need to give them base access. You can give them access to just the interface." When I try to set the user field, I seem to be required to invite the users into the e...
Thanks Megan - I do have a field for which co-counsel the case is connected to, but it looks like collaborators (which they are) can see all of my interface pages, including ones that are NOT set to filter only for the cases connected the individual ...
