I've got a Grid element in my Interface that shows a series of jobs.Of the 8 fields showing, I only want people to be able to change one (Status). In the Data tab, I can choose Field Permissions for the Status field, but in the Interface I can only m...
As far as I'm aware, we're not able to set the Primary Field as the User type. Has this feature been discussed/is this a feature that is likely to be added in the future?
As in the title, I’m trying to update multiple records with the results of a Find Records step.
I’ve got my ‘When a record is updated’ Trigger and ‘Find Records’ Action step set up correctly, but I’m having trouble with the script Action that comes a...
I’m wondering if anyone knows a way to solve this issue that I’m having with my ‘Employees’ table containing 12 unwanted destination links.
Current Base Setup:
Table 1: EmployeesTable 2: Client Groups (for entities that are in the same family group)T...
I’m trying to use a single Base to store all my business workflow information.
I have the following tables:
EmployeesClientsJobs
I now want to track timesheets which link to these three tables. That is, I want my employees to enter timesheet informat...
Hi there, thanks for your reply!First check that you have the Pro plan.I'm on a Pro plan.Set all fields to non editable for the desired roleSet the Status to editableI only have the option to do this in the Data tab, not within my Interface. As such,...
Oh that's unfortunate, but thanks for your reply. Maybe I'm going about this in the wrong way. What do you think?I'm using the primary field to store employee names.In my other tables, employees can choose their name from a linked record field.I'm ex...
How long does a job for a client stay open?
Roughly 4 weeks - give or take a week or two.
How many timesheet records do you typically have per job?
Between 3-5 employees work on a job, and each employee would create around 10 timesheet entries fo...
I’m liking this idea.
In the job record within the Jobs table, I really only need the following timesheet information:
Employee NameDuration
That is, I only need to see a summary of timesheet info on each job - grouped by Employee.
I’m imagining a Lo...