Tucker_McKenzie - profile

Tucker_McKenzie · Dec 14, 2020

New to automations, so excuse this if it’s ignorant, but I am trying to create an automated email when a record is changed in one table. The email needs to be sent to a collaborator that is a lookup from another table. Below is a quick breakdown of...

Tucker_McKenzie · Apr 10, 2020

I am trying to create what our firm calls a resource tracker within one note. What this resource tracker does is allows the project manager to input the number of weeks a resource type is needed for each project for each month. The distribution of ...

Tucker_McKenzie · Apr 10, 2020

I would like to pull the value from a single select to use in a formula. For example, i have an opportunity that has a set value as well as a set of percentage of realization. I would like to multiply these two values to get a weighted value. See ...

Tucker_McKenzie · Apr 15, 2020

I realize I posted this on Good Friday in the US, and late in the afternoon … on a Friday … would appreciate anyone’s suggestion? Thanks

Tucker_McKenzie · Apr 10, 2020

Thanks for this suggestion. I used the VALUE() formula, but it is just returning a 1 or a 0 (if of the single select fields are picked it provides a 1, if none selected it returns a 0). However … I just checked the formatting and it was set to singl...

Tucker_McKenzie · Apr 07, 2020

My teams are now using the desktop version … and I am trying to get the same functionality (select a link to access the project folder). Is there a way to enable this? Sorry to reply such an old thread, but this is exactly what I was looking to do....

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Email From Collaborator Lookup

Distribution of workload for multiple projects on a monthly basis

Pulling the Value from Single Select Drop Down

Re: Distribution of workload for multiple projects on a monthly basis

Re: Pulling the Value from Single Select Drop Down

Re: Hyperlink to File Explorer