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Brian_Hendel
5 - Automation Enthusiast
5 - Automation Enthusiast
since ‎Sep 19, 2020
‎Nov 25, 2023

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  • 12 Posts
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  • 13 Kudos received

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I could have SWORN this was working before the new automations system overhaul a couple of months ago… So I have a little CRM set up. Three entities are involved here. Farms, Interactions, Tasks. Interaction - An interaction has a link to a farm (al...
Let’s say I have two tables, orders and products with a link between each. On my products table, I can easily see -all- orders involving that product, but what if I have a requirement to show only the latest order, clickable just like the order entri...
Hey ATers. I’ve built some pretty cool stuff for our business in AT so far! One thing that I have noticed from time to time. We have an automation that produces a Slack message, and every so often, this Slack message fails with: Step failed. Failed ...
I am trying to set up a project management portal. I have two tables, projects and tasks. When I update the status of a project, I want to create a task in the tasks table, and set the due date of the task ahead one week from today. All is well until...
I am trying to create a button that when clicked, opens a gmail link and populates the email address and body. My table has a lookup field called “PrimaryContactEmail” that simply pulls from the link record “Primary Contact” and brings in the email ...