As part of a portfolio management system I’m developing in Airtable, I have developed a basic Project Intake form. Form works well enough in getting needed project info into our portfolio.
One thing I would like to do is update a single select field...
I’m still plugging along with an Airtable portfolio/project tracker PoC used to support our weekly reporting requirements. I would like to have unique milestones (i.e. different sets of milestones) tied to specific projects. Currently, I have 3 tabl...
(novel follows, better too much info than not enough I figure)
As part of an Airtable project/portfolio management system proof-of-concept, I have developed different tables which include (but aren’t limited to) the following information:
[OCIO Porto...
I second this product suggestion. Being able to prefill fields not visible on forms would allow me to set a record field to ‘requested’ and perform different actions on records containing that value.
So I solved my issue number two with Integromat. I have two scenarios. One scenario watches the main portfolio table for change in phase to “in progress” and automatically adds a record to the junction table when the phase changes. The second scen...
@Justin_Barrett @Bill.French Thank you for you replies, I appreciate it.
@Justin_Barrett the formula that I use for calculating the next Monday is as follows:
IF(1-WEEKDAY({Date})<0,DATEADD({Date},1-(WEEKDAY({Date}))+7,‘days’),DATEADD({Date},1-(WEEKD...
