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Brian_Cavanaugh
5 - Automation Enthusiast
5 - Automation Enthusiast
since ‎Jan 20, 2022
‎May 11, 2023

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  • 8 Posts
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  • 3 Kudos given
  • 36 Kudos received

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Apologies if this has already been addressed elsewhere, I couldn't find a similar post and need to get this off my chest I'm desperate to have the functionality available to add new linked records through an element on an interface in whatever layou...
What is the proposed idea/solution?When creating a form view, it would be great to set a question's available linked records to be filtered based on a previous questions answer. For example, Q1 is to select a contractor or team from our list of contr...
Hey All! I’ve been using Timeline View to look at our Project Managers project assignments over time and also use the resource allocation summary to see how their workload is. In the past, when scrolling horizontally through the dates, if a records s...
I’m looking for a simple script that I can add to a base that when run, manually triggers an automation I’ve set up that is turned on. For background into, I’ve created an automation that works, but the automation will only apply to future record upd...
I work for an agency where we have several project managers, each assigned to a various number of projects. Each project has an estimate for how many hours per day the PM spends attending to it. My End Goal is to be able to set a PMs max number of ho...