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Darryl_Oliver
6 - Interface Innovator
6 - Interface Innovator
since ‎Dec 16, 2020
‎May 24, 2024

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  • 21 Posts
  • 2 Solutions
  • 4 Kudos given
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I have an automation set up to send personalized emails to a set of records with a When a record matches conditions trigger. One of the conditions is that the value in the Email Date field is today. This automation has run reliably in the past, but n...
Is it possible to calculate future dates based on the nth occurrence of a day of the week in a given month? For example, I would like to return the dates the 1st Monday in April falls in 2023, 2024, etc.
My attempts to use a value from a Rollup field in the record Name field result in a circular reference error. Is this expected behavior or a bug?
There doesn’t seem to be a way to create a new record with Interface Designer other than the button attached to the record picker. This is too bad because the record list is an elegant navigation element, but it’s redundant if you add a record picker...
Has anyone come up with a way to automate the process of duplicating task records from a completed project plan with new dates?