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Rachel_Royal
5 - Automation Enthusiast
5 - Automation Enthusiast
since ‎Feb 13, 2022
‎Jul 18, 2024

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  • 8 Posts
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  • 1 Kudos given
  • 1 Kudos received

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I'm trying to set up an automation in a base that will manage grant application and status reporting deadlines. I want the trigger to be when the field linking to the program is updated to automatically assign the appropriate team members. My setup i...
Hi, I am trying to create a formula that accomplishes the following but am not quite sure how to set it up. Does anyone have any suggestions? IF({FPL %} > 125% but < 300% = "Eligible")Thanks!
I'm looking to create an automation that will find records that match a status at a specified time and create a csv that will then attach to the automated email. Is this possible?I've already used the automation to do this in a grid in the body of an...
I'm trying to build a formula that will look up a currency value from a record, determine whether it is between two ranges of currency, and then enters a percentage (the federal poverty level) in a new column. I'm getting errors in the formula below....
Hi, I’m trying to create an automation to update the status of a record from “scheduled” to “published” when the published date has passed. Does this need to be done using a formula? I can’t find a way to do it with “when a record matches conditions....
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