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I have created an interface with a grid of all my contacts and deals, not sorted or filtered in any way so that I can just go in and see certain records that I need.I created a filter for each of these lists and want to have the ability to filter dep...
As per the attachment, I have created an automation with multiple steps starting with a form being submitted and ending with an email being sent to the customer who submitted the form.The email body requires data from the previous steps of the automa...
I've created an automation to link the submissions of two forms together based on the email a customer inputs. Presuming that they input the correct email in both forms without typos, it will link them no problem.I've just noticed today that if one e...
Thanks for the response @Arthur_Tutt but I'm using Interfaces.And, I actually do want to update all the filter conditions each time, I have too many fields that I may want to filter but at a particular time that it's not viable to create a view for e...
Thanks @ScottWorld,Shortly after I posted that comment the issue with it cancelling after 5 min was obviously fixed and it no longer does that. I haven't tested it for longer that 7 days too.The permission limitation is also very much an issue for me...
Thanks Scott,Yea, I was using a lookup field. Thanks that good to know about the delay.I ended up changing it to the respective field in "Find Records", but the problem is that the find only displays results as a list. If there are multiple records f...
@Chris_Ferrer This is an awesome feature and I've already built out a bunch of automations using it and keen to get it implemented into our approvals process.But I'm having an issue with the actionable messages "expiring".After about 5 minutes once t...
Thanks @Chris_Luc! I didn't know that 'contains' wasn't case sensitive. I changed it and it works fine.Great idea about the pre-fill too, I'll look into that.
