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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....
@Ben_Young1 I have tried the formula below and am getting an error to check my formula text. It does not give me an option to change formatting at all, unfortunately.IF( AND( {Household number}, {Monthly Income} ), SWITCH( {Ho...
@Ben_Young1 I have one more nuance to this calculation that I'm not sure if I can build into this formula but am hoping you might be able to help. The input form asks the following questions:How many people live in the household? (The options are si...
