LindsayRidpath - profile

LindsayRidpath · Aug 06, 2024

Hi all, Can one base be the central CRM and the content editable in all other bases? For example, one central base could hold the organizations (companies, etc.) and their contacts, while the other bases could be used by different team members. The c...

LindsayRidpath · Apr 06, 2024

Hello! I'm using the interface to show our metrics, and I'm looking to show both cumulative pipeline numbers and current pipeline numbers. Under our Tasks table, we tag the pipeline status per task, so cumulative recall is straightforward. How would ...

LindsayRidpath · Dec 12, 2023

Hi all!I want to express my gratitude to @Sho for being extremely helpful in sharing a formula that significantly improved our reporting process. Now, I am seeking assistance for a new development phase.Currently, I am looking into two specific requ...

LindsayRidpath · Oct 31, 2023

Hello, I'm not sure which category this would fall under. I'm working on generating an automated report based on our data. I don't want it to be too long, so under one filtered category, I only want the report to pull information tied to a checked-of...

LindsayRidpath · Oct 27, 2023

Hello, I'm trying to find a function that will pull all of the long text; rich field checked boxes away from any unchecked boxes. I've found the solution linked below and it worked great for the opposite problem. Does anyone have a formula to solve p...

LindsayRidpath · Apr 10, 2024

Thank you @TheTimeSavingCo ! I was happy to see I was on the right track. I appreciate your suggestion for the Rollup field as well. It's working great! For anyone's future reference, we created a 'current engagement pipeline using TheTimeSavingCo su...

LindsayRidpath · Apr 07, 2024

Hi all, I've been looking into functions to try to solve this. Would an extract function work, and is there a formula that will only extract the highest number? I though about numbering the pipeline, then extracting the highest number to show current...

LindsayRidpath · Apr 07, 2024

Thank you for the idea! I'm working through that. I've changed the pipeline so there's a number associated. I'm trying to set up the rollup field to only pull the pipeline indicator with the highest number:Do you know of a function that will do this?...

LindsayRidpath · Oct 31, 2023

Also, is there a way to expand the dates extract? One week to two weeks?

LindsayRidpath · Oct 31, 2023

Ah! Ok, got it--almost!  Sorry for the confusion, so I've updated the dates, and removed the date from the unchecked box. The unchecked box is showing up in the formula field, which I don't want. I only want the checked boxes from the last week or t...

User Statistics

User Activity

Using one base as the record keeper

Current Pipeline metrics

Formatting rich text check boxes & providing a date format template

Automating a report; splitting the rich text checked boxes by time checked.

Extract/filter checked items from a rich text field

Re: Current Pipeline metrics

Re: Current Pipeline metrics

Re: Current Pipeline metrics

Re: Automating a report; splitting the rich text checked boxes by time checked.

Re: Automating a report; splitting the rich text checked boxes by time checked.