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We are using a Page designer extension in our base and now we are moving towards interface. In the page designer document we have designed in a way that all the columns in a record are set in a proper manner so at the end we can save a pdf.Now moving...
Is there any automation in which I can transfer the whole record as it is to another table when it meets certain condition?Basically I have table 1 where once I click approved, the record should go to table 2. I am aware about the create a new record...
I am facing difficulty in prefilling forms with 'Link to another record data type'Data is occasionally getting printed when the data type is 'Link to another record' with 'Allow linking to multiple records' switched 'ON' What changes should I make so...
Should there be a few second pause between multiple triggers? I have 100 records. Every record has a checkbox for approving. Once I check the checkbox an email automation runs. I have an habit of approving multiple records at the same time. Because o...
I want to create a table in my send email automation because there are several features that I want to put in the email and formatting as a table makes it easy to understand. I tried creating a table using markdown and HTML but it isn't working.
Thank you @TheTimeSavingCo and @ScottWorld. So currently for each approver I have a table because I don't want the previous approver to be able to edit the record content once submitted. So we weren't able to use the view option.Also, @TheTimeSavingC...
You're absolutely right about the inconsistent behavior of this formula. I initially tried writing my own formula for the currency field without success. While @kuovonne's extension (which you have suggested in other posts) worked well for currency, ...
@FlywheelConsult, can you help with what logic I can set for the automation to do this? So what my thought is, I have a table with all the team members in it. I will mark the leaders with some tag and then link a particular view to my Teams page. How...