Brian_Cavanaugh - profile

Brian_Cavanaugh · Feb 15, 2023

Apologies if this has already been addressed elsewhere, I couldn't find a similar post and need to get this off my chest I'm desperate to have the functionality available to add new linked records through an element on an interface in whatever layou...

Brian_Cavanaugh · Dec 02, 2022

What is the proposed idea/solution?When creating a form view, it would be great to set a question's available linked records to be filtered based on a previous questions answer. For example, Q1 is to select a contractor or team from our list of contr...

Brian_Cavanaugh · Jul 29, 2022

Hey All! I’ve been using Timeline View to look at our Project Managers project assignments over time and also use the resource allocation summary to see how their workload is. In the past, when scrolling horizontally through the dates, if a records s...

Brian_Cavanaugh · Jan 21, 2022

I’m looking for a simple script that I can add to a base that when run, manually triggers an automation I’ve set up that is turned on. For background into, I’ve created an automation that works, but the automation will only apply to future record upd...

Brian_Cavanaugh · Jan 20, 2022

I work for an agency where we have several project managers, each assigned to a various number of projects. Each project has an estimate for how many hours per day the PM spends attending to it. My End Goal is to be able to set a PMs max number of ho...

Brian_Cavanaugh · Oct 04, 2022

Is there a world in which we can request making the Kanban interface element an active record picker as well? The record picker dropdown element and the record review interface template are OK, but with lots of records can be overwhelming. The Kanban...

Brian_Cavanaugh · Aug 01, 2022

@tbesa Thanks for the heads up. I’ve also reached out to support and have yet to hear back, but will be interested to see if I receive the same response. I can understand optimizing things for performance, but this seems like a poor choice as in my o...

Brian_Cavanaugh · Aug 01, 2022

Thanks, Adam! I’ll give this a try and see if it helps. i’ve sent a support request twice with no response yet so we’ll see what the support team has to say when the time comes.

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Adding new linked records on an element within Interfaces // When will this be available?

Conditional Fields in Form Views

Timeline View not displaying record text if start date is out of view

Is there a script that can be written that manually triggers an automation I've set up?

Calculating a Project Managers Bandwidth

Re: New: Add a Kanban element to your Interfaces

Re: Timeline View not displaying record text if start date is out of view

Re: Timeline View not displaying record text if start date is out of view