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Andrea_Maney
5 - Automation Enthusiast
5 - Automation Enthusiast
since ‎Dec 26, 2020
‎Nov 29, 2022

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  • 9 Posts
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  • 1 Kudos given
  • 2 Kudos received

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I just created an automation to check for a due date coming up in the next month and send an email reminder. How often will an automation run? It’s triggered to look for a due date in the next month, but how often will that be checked?If a notificat...
Could someone please help troubleshoot this? I’m trying to calculate an expiration date based on the service provided. I believe I shouldn’t really be using “or” here, but included this just to help illustrate what I’m trying to do. Each IF statement...
I’m trying to use an automation to look for a record in one table to update a record on another table. I’ve created a form that I’d like my team to use to update students testing status (Yes/No)I tried to set up the automation with a Trigger on a new...
I have a database of clients who need to pass an annual certification exam. I have a Client table, that is linked to a Certification table, with multiple Certification rows for each attempt at the exam, with a unique date & result for each row. For e...
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