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Hello,I'm looking for a way to filter records dynamically similar to currently available options "Current user" and "Current user's email". What I have in mind is a formula field in the database that outputs something like "@acme.com", "@company.org"...
In the meantime one more thing came to mind - you could create a formula field with some Switch of If statements and then set up an automation that will parse this value to your desired field
You can also use lookup fields, so assign a member to the region, then add a lookup field.Generally I've found creating a more complex base schema with tables that serve as "dictionaries" to be easier to work with and automate than using single selec...
From what I understand you wouldn't need to have users interact with the "Team members" table (unless there are a lot of new members joining all the time). Just set up the structure once and connect the automation. Maybe I don't get the full context ...
You could create 3 tables:- Clients- Client profiles- MonthsThen, each month (via automations of make.com) create a new "Client profile" with Month and the Client linked. This way you can keep track of what was happening with each client during each ...
I would try creating a table with all your team members and allocate them to regions, roles etc.This way you won't need an automation for each market, but just one that will search for the proper person to assign to
