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–– Post with many screenshots –– Hi guys, I have a problem with an automation that contains a 'Sort List' module which sorts records depending on a date. The record values the module is unable to compare come from a {Start Date} field. This formul...
Hi there,I'm facing an architectural problem for which I haven't found a solution as of yet. This problem is linked to the way I handle revenue and payment depending on the client type – small company or big company.Here's how I decided to structure ...
Hi guys,As of now, I use both filtering views and conditions on records as automation triggers. But in your opinion, is there some best practice to follow on that topic? I assume there must be some pros and cons to both options. I’d be curious get th...
Hi everyone,We're building a decision-making tool. This tool has tables for Topics, Participants, and Positions – each participant takes a position ('Go', 'No-go', or 'I don't know') on a topic. Each position type is matched with a numerical value: 1...
Hi guys, On my [Revenue] table, I'm trying to compute the expected revenue that I'll get from a client. The client processes payments twice a month after the work sessions are completed. We have struck a deal that spans multiple payment periods. To ...
@Milan_Automable I found the cause and solution to my problem. Here it is for possible future readers.Even though lookups of date fields may look like date fields – 1. they have date formatting in their setting, 2. DATETIME_FORMAT can be applied to t...
@Karlstens I ended up linking [Revenue Items] directly to both [Deals] and [Client Sessions]. And to avoid any data inconsistency, I added a dynamic filter to the {Client Sessions} linked record field on [Revenue Items} to make it possible to add onl...
@kuovonne What I called a 'circular reference' is probably a misuse of language on my end. I was referring to a circular relationship structure in my base: table A – table B – table C – table A.If you tell me that [Revenue Items] should be directly l...