Hello, I have 2 tables, clients and tasks. Each task has a linked record field to the client. I want the automation structured so that when Task ABC is Complete, the linked client's stage (stage is a field in the clients table) updates. I am struggli...
I have a table that is creating a record for each client that completes a form. I have another table on the same base which is a synced google drive table with all client folders. Is there a formula/automation I can use to link the "open in google dr...
I have the primary field set as a formula right now as CONCATENATE({Client Last Name},', ', {Client First Name}). I want the formula to include the spouses name after the client's name if the marital status (separate field) is married. What would be ...
Hello,I have an automation that updates the Invoice Table paid column with a checkmark when we receive a Payment in the Payments Table with a matching invoice number. We now have noticed that clients may pay the invoice twice. To document this, I wan...
I am trying to get it so the highlighted folder field autopopulates in the client table when the name from the drive table matches the full name on the client table
I have the URL but I am struggling automating the lookup/linked fields between tables. I do not want to take the extra step of assigning a folder to a client form entry. Is there a way to automate a folder linking to a client record based on the name...
So it will populate 2 linked records? I have 2 automations updating the invoice table from the payment tab, if the 2nd automation runs, it will overwrite the linked payment record from the previous automation (1st transaction)
