Hi David,While you can't set permissions at the record level, a good work around is to create a form for each user to enter time for their tasks. You can limit the "user" field on the form to show only specific collaborators (you can choose, for exam...
Hi Dana,Either #1 or #3 would work. With #1, you could create a status field with a "ready for review" option to help create views and automations. With #3, you could create an automation that creates a new approval record when the original task re...
So sorry!No problem, I am available after 11:00 am your time on Thursday, Feb 9 and after 9:00 am your time on Friday, Feb. 10. Feel free to send a calendar invite to jodybruce1@gmail.com.Thanks!Jody Bruce
Hi Lisa,Here's the formulas you want: DATETIME_FORMAT(DATEADD({First Day BOG}, -1,'day'),'M/D/YYYY')DATETIME_FORMAT(DATEADD({Last Day BOG}, 1,'day'),'M/D/YYYY')If you want to talk about this further or if you ever need additional help, please schedu...
I would love to help you with this. Feel free to schedule some time with me. Here is my Calendly link: https://calendly.com/d/2b6-rgw-jwp/30-minute-help-meetingJody Bruce
