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Structure is as follows:Project tab has all of our project records with around 50 fields of project-specific details.Some project records are categorized as "Original Project" and some are categorized as "Revision""Revisions" are linked to their "Ori...
I am trying to create a field that will say "❌ Incomplete Info" with a conditional statement.We two columns for custom products (price and description). If both columns are empty, info is complete. Record has no associated custom products.If both col...
See screenshot below. I'm using this to generate invoices. It does everything I want it to do, except for one thing. For the final invoice that the customer sees, I want all products, both custom and standard, to be listed in a single field (success!...
I have set up a form for clients to fill out. I want the information the clients give us to remain intact, so I am trying to create an automation that will copy over all the information from the form into a new record on a new table. Then once it's c...
I am creating my first form. I am trying to test it, so I open an incognito tab and use a different email address to try to fill out the form. It goes like thisEnter URL"You're almost there... Please enter your email address to fill out this form"I e...
So I am having to create another function that does something along these lines, so I'm returning to this post.I have a lot of formula fields that have "If field is not empty" as a part of the formula, so adding blank spaces or "N/A" is not a super v...
This is clever! I ended up using a much clunkier workaround, so I probably won't be trying this right away since my way works for now and I don't want to redo the whole thing immediately. But this is definitely better and I'll come back to it when th...
Hi! Thanks for your response! Is there a way to do this and combine it all into a single automation? Or would I need to create an individual automation for each field? I have about 50 fields I'm trying to do this with.
Ah apologies. I spoke too soon. It actually doesn't work, because the "incomplete info" warning shows up even when both fields are blank. If both fields are blank, then there is no "custom" product associate with the record, which is acceptable. I am...
Thank you! This worked perfectly!Would you mind giving a brief explanation of the syntax and why this works? I did SO much googling and didn't see a solution like this anywhere and don't fully understand it.
