Holli_Younger - profile

Holli_Younger · Oct 19, 2021

Table 1 is a database of completed projects, table 2 is a list of invoices. How do I have the linked field in table 1 link to the next available invoice # in table 2? The invoice #s cannot be duplicated and I’d like them to stay chronological. All of...

Holli_Younger · Jun 03, 2021

To filter effectively I need to group records with the same records. Need a filter to show only records that fit certain criteria. IF QUOTE is blank OR SCOPE is blank My biggest obstacle is figuring how to run this filter based on records with the s...

Holli_Younger · Apr 21, 2021

Is there a way to show a button/option of Accept or Deny within the email using automation? Currently, the email is sent with a link the reader clicks, that opens a form (duplicating the same info in the email) to make their selection.

Holli_Younger · Feb 01, 2021

I can get a portion of the formula to work properly, however, I need additional steps and I’m stuck with the formula portion. My goal is to use this setup to generate an email using zapier. My current setup Current Formula: IF(DATETIME_DIFF({Request...

Holli_Younger · Nov 11, 2020

Can someone assist and ‘teach’ me where I’m going wrong, please? Trying to pull data from Field B if Field A is blank. Here is the formula I’m currently using, which doesn’t return a value. IF({Field A} < 5000, {Field A},IF({Field A}=BLANK(),{Field ...

Holli_Younger · Oct 25, 2021

This is perfect @Kamille_Parks. Thank you, I will mark your answer as the solution, but didn’t want the thread to close until I asked one more question for you regarding the prefilled Forms app from @kuovonne. Is there a way to add roll-up fields to ...

Holli_Younger · Oct 19, 2021

@Kamille_Parks The biggest issues come from non-tech-savvy employees who get confused when a record isn’t visible to select (like other options throughout the base), or when they click the “Add New Record” option they want to continue filling in oth...

Holli_Younger · Oct 19, 2021

Thank you Kamille, unfortunately, I don’t think automation will work for this. Because the records on Table 1 are jobs, some might have multiple invoice numbers associated, where others might not have any. Another issue with the automation I’ve found...

Holli_Younger · Jun 03, 2021

I appreciate your response. I guess I shouldn’t have used the term “hide” but instead filter those records from showing in a particular view. However, without the capability of running this filter because there is no way to base the filter on a dupli...

Holli_Younger · Apr 26, 2021

As stated my current setup for Accept/Deny is under a dropdown, which doesn’t have multiple links associated? Can a dropdown be used in the email automation using HTML or Markdowns?

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Automatically link to next record in another table

How to group same text to achieve IF/Than

Dropdown selection - Markup/Automations

Multiple Formula sand Zapier

IF & Blank Formula not pulling in data

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Re: Automatically link to next record in another table

Re: Automatically link to next record in another table

Re: How to group same text to achieve IF/Than

Re: Dropdown selection - Markup/Automations