We perform record review for the assets we have in our base, around 300 days after the last review date was entered for the asset. These assets are in the LMS Content table, which has linked records back to the Assets table.Rather than have the revie...
I have a pre-filled form that is launched from a button in a record in the Assets table. When the form is submitted, the automation is triggered. A new record is created in the Updates table. Then, there's a Find Record step where a condition is ente...
I'm using pre-filled forms in an automation to update a value in the Main table. (The form of course creates a new record in the Updates table.) The update form that works is updating a Single Line text field in the Main table, with a value coming fr...
I use several different forms that let users update field values. Upon submission a new record is created in an UPDATES table and the associated record is updated in the ASSETS table. This is accomplished using Kuovonne's Prefilled Form extension.Not...
I have a Date field (Date Asset Added) whose value is entered manually formatted like this:12/8/2023Another field (Date RM) contains this formula: DATEADD({Date Asset Added}, 0, 'day') which outputs this: 12/8/2023. 12:00am I want to execute an aut...
Hi Adam, thanks for your thoughtful response. Yes, I agree that my first item can be created in an automation, although I have a question about the configuration for Find Records. So, that first. Trigger seems to work fine: My Find Records config tou...
Alright Adam, I have things working now. Really, my tables are glutted and this is such a simple thing to do once I peel away a lot of my unnecessary items. Linking properly between the two tables was key.Thanks for all your help!
