I'm stuck on how to create this automation so any help is appreciated! I have two tables:Table 1: Each record corresponds to a purchase, with the following fields:"Transaction Date" for the exact date the purchase was made"Cardholder Name" for the pu...
Hi Adam, @TheTimeSavingCo, as long as it leads to my desired outcome, I am open to any method! I have a basic understanding of linked fields, rollups, and formula fields - Please let me know how I can use these to do so.
