5 - Automation Enthusiast
5 - Automation Enthusiast
since ‎Jan 10, 2020
‎Nov 29, 2022

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  • 6 Posts
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User Activity

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...
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 ...
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 ...