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Table 1: Companies (a list of every company that we do work for. For this example, say we have 10)Table 2: Products (a list of every product we offer. For this example, say we have 12)Table 3: Price list (a list of the price of each product for each ...
I have a series of formulas and automations set up to automatically determine a project's "project number". So I have hundreds of records in my "Projects" table. A dozen of them might have the same exact project number. This comes up pretty often.I w...
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!...
Nevermind! I finally figured it out. Trigger: When record enters viewActions:Find records (everything in the same view)Repeat for each in (List of records from "Find Records")Create record in (Price List table)I created two automations like this, one...
I don't know what any of this means. I don't know why you are referencing HR databases. I'm guessing this is an spam/advertising for whatever HR software you linked. I'm going to report this as spam.
Thanks so much for your response! This sounds like a great solution. I can't quite picture the way the automation would work? How do would I set up the automation to populate the new table? And then how would I make the automation link everything bot...
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...
