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Many times we wish to have a single select or multi select field automatically choose an output based on other fields. Automations are useful for this, but are limited and become convoluted as a separate module, especially when you have many of these...
I’ve built a client meeting interface for my team with the following elements:
Client record dropdown elementMeeting record dropdown elementClient Goal filter element (to filter for only the goals linked to the meeting)Client Action Item filter eleme...
When using hubspot in past there was a great feature where, if you update to a certain value in a workflow, you’d be prompted to complete a range of other fields that need to be completed for that stage in the workflow (otherwise you couldn’t save th...
We’re in the process of building out some serious zaps and need some guidance on what will happen if we use zapier to ‘add’ items to a “link to another record” field which already contains values.
We have tables for both Clients and Meetings which ar...
Thanks @Shayan_Zadeh, and yes please. I’m still looking and waiting for a solution. And since the recent interfaces update, there’s slightly less functionality with filter elements. I think these need some attention to ensure interfaces are a winning...
I’d love to have tis too. We pay close to $500pm to Stackr to get access to this functionality. It’s costly and clunky. Why not just have airtable do it?
Hi @kuovonne thanks for offering your help. Yes, I’d appreciate your help with this. I’ve explored a parent record approach, but this seems more clunky. Since our focus is on each individual client, it’s best to know specifically who their family mem...