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Tom_Glatt
6 - Interface Innovator
6 - Interface Innovator
since ‎Apr 26, 2020
‎Jan 17, 2025

User Statistics

  • 30 Posts
  • 1 Solutions
  • 9 Kudos given
  • 5 Kudos received

User Activity

Limiting options when picking records in a self-linked record field

May 09, 2024
I have a tasks table with a self-linking field that I use to define task predecessors. Is there a way when adding a predecessor to filter the options to show only those that relate to the relevant project/grouping?The problem I am trying to solve is ...

If Statement Formula focused on a Lookup Field

Jan 22, 2024
I have the following formula in a field names "Status":IF({Current Performance}=5,"5: Excellent",IF({Current Performance}>=4,"4: Good",IF({Current Performance}>=3,"3: Fair",IF({Current Performance}>=2,"2: Poor",IF({Current Performance}<2,"1: Very Poo...

Tasks and Meetings: dates with and without times

Jun 26, 2023
I'm curious how others address this challenge. In our project management base we have a combination of tasks and meetings. Tasks do not really need times, only start and/or due dates. Meetings, on the other hand, need both dates and times. Our curren...

Create Records for Multiple Templates: Lookup Field Error

Jun 23, 2023
In my template table I have a lookup field that is formatted as currency. In the child table I have the same field with the same formatting, but I'm getting an "root must be a number" error when I run the script. I'm guessing this needs to be modifie...

Automation Script Error - Mutations Quota

Aug 29, 2020
I have a script that I am testing on a CRM system we use and I’ve run into an issue. The basic automation workflow looks like this: A new record is added to a form which shows up in a view called “unprocessed.” This view is filtered on a linked recor...
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