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Daniel_Hamer
5 - Automation Enthusiast
5 - Automation Enthusiast
since ‎May 10, 2021
‎Nov 29, 2022

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  • 10 Posts
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  • 4 Kudos given
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Hi there. I use (or used) an automation via a check box to create a duplicate quote record when e.g. the client wants to make amendments to the line items of a quote and I want to keep the existing quote. The duplicate record automation replicates a ...
Hi there. I have a base set up for my businesses orders. I have a table for all my products, a table for line items per quote etc. However if I want to change the price of one of my products it will alter the value of line items from previous orders....
Hi there. I’m facing a problem in some of my interfaces where the value’s are not appearing in the right order whether I change it from Ascending to Descending. For example. I have a bar chart as below where all the weeks are in the wrong order: I’m...
Hello. I have two tables. Hardware and Ratings. Hardware is linked to Ratings and rolls up different ratings for hardware records. I have a roll up field in the Hardware table called ‘Average Rating Back’ which rolls up all the ratings (from the Rati...
Hi there. We use an excel spreadsheet to manage monthly sales targets for our partners/employees. In Excel we are able to put in targets by month/quarter and then also put in the actual data so we can understand target vs actual. I’ve been trying to ...