The Community will be temporarily unavailable starting on Friday February 28. We’ll be back as soon as we can! To learn more, check out our Announcements blog post.
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...
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...
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.
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...
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 ...
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 ...
@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...
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...
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...
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?