My use cases: A document could be due from one of our collaborators. However, our timelines often change (always being delayed, never moving up). If the timeline changes, I want to be sure that if the document was previously due (before the timeline...

I’m banging my head against my desk because I’ve set up an entire system of email reminders to go out when something is overdue that depends on a record being able to trigger a zap if it is removed from the view and then reappears in the view at a la...

Hello, I am trying to do what you mention above: limit which records appear in the linked record picker based on another variable in the linked table. I am not clear how I would do this with a formula or lookup field. Can you explain more? Thanks, Al...