I am trying to create a base/table to track promotional inventory on a website.There is a set amount of inventory at any given time3 Hero Images3 Banners5 TilesMy goalstrack which promotions we have running at a given time Track the usage of each pro...
I am working on a project for a service company. I have a table with clients and then a table of projects that are linked back to the client. Clients are assigned a rate based on different factors. The rate is carried through to any of the projects t...
I am working on a service workflow that would require me to send estimates for projects. I can set up an automation to send a single estimate at a time but Im struggling to find a way to send multiple estimate in a single automation to a client with ...
What is the proposed idea/solution?would love to be able to utilize groups in a great capacity then permissions. It would be beneficial to be able to assign a group a task in the user column or tag a specific group in the comments.How does is solve t...
I am trying to figure out how to build a workflow that would allow multiple user to approve a creative asset before status changes to approved.Right now I'm using a user column to assign an approver. Then the record viewer interface to approve using...
Sounds like I am on the right track. I currently have a table with each record being a promotion with start and end dates. Now it sounds like I will need another table with records being each element then link the promotion to the element.Where thing...
Thanks @Pascal_Gallais-I think that is only part of the solution. So I need to find records that have a status of "Ready for Estimate" AND are tied to the same client. Im trying to avoid sending individual estimate for each project when a client migh...
Thanks Adam, I think this is getting me on the right track but I've encountered another issue. I've set up my field like the above example and used the following formula. IF({Have Approved}=(Approvers),"Approved","Not Approved") but where im running ...
