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I have a base that I use for onboarding new users. New records are created via a fillout form. I want to create a linked record in my Agents & Staff table, as well as my phone directory table when a new record is created in onboarding. I know how to ...
I am working on an offboarding workflow to use when an employee is termed and leaves the company. I made a form that is the start of the process. Once a record is created from a submitted form the automation will send out an email to the terminated u...
I have an airtable we use for my wife’s online resale business. Our item numbering consists of a letter to indicate the department (Men-M, Women-W, Kids-K, Electronics-E). We also have a number to indicate the category (1- Accessories, 2-Shoes, etc…)...
I have an automation that finds records that have not been validated for over 365, then email a notice asking the user to schedule a calendly appointment. I have an interface with a record picker and a button to trigger the notice. Trying to add an a...
I have a base for my wife’s resale business. She sells items on Ebay, Mercari, Poshmark, Facebook Marketplace, Depop, and Shopify. I am looking for a way to upload the listing reports from each platform and to compare it against the current inventory...
I took this script and tried to modify it to use for my onboarding workflow base. My tables are Onboarding, Onboarding Tasks, and Onboarding Task Template. I am getting an error at line 15. Any help would be appreciated.ERRORReferenceError: Onboardin...
This is the conditional filtering I set up in the base.
This is the filtering in the interface.
When I test the interface, it shows all records, regardless of whether I have sent the notice in the last week or not.
Thanks for the reply Scott. I actually went a different direction. I added a last modified column and linked it to the notice sent check box. I then limited the view with conditional filtering so it only shows users that have not been audited in the ...
Thanks for the reply Alex. I sent a snip of the automation as I am trying to set it up. Let me know if that helps any. Feel free to call me if you have any more questions.
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