Duration fields/automations
I am requesting ideas on how to flag certain entries that have obvious or possible errors. I am trying to base this on a duration field and have tried many workarounds. The field is "age on date o...
Forum Discussion
Formula fields of any type, including formula checkboxes, do not appear in the drop down options for automations.
The reasons to flag something for review are many--over 20 today and growing. I just gave a few examples here. Automations appear to be the simplest means to flag them.
The formula would be so complex and have many nested rules, which I would need to change at least twice a year, that it sounds like it would not be simpler than having automations do it.
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Audrey
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The reasons to flag something for review are many--over 20 today and growing. I just gave a few examples here. Automations appear to be the simplest means to flag them.
The formula would be so complex and have many nested rules, which I would need to change at least twice a year, that it sounds like it would not be simpler than having automations do it.
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Audrey
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reposting separately
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Audrey
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Audrey
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- If you feel that a daily overnight sweep is best, then you can set up a series of saved table to table imports to import the table into itself and merge on the Key field which is probably [Record ID#], so no new records will be created.
For example, you create a field which calculates to the value you want a field set to overnight, based on some conditions. So for example the field called [Update Compliant Status]. It will calculate to say either "non-compliant" or null.
Then set up a saved table to table copy to import the table into itself filtered where [Update Compliant Status] is not blank, and map [Update Compliant Status] to the field [Compliant Status]
Then set up a Daily scheduled Automation where Step 1 is to run that import.
Then repeat the process for a different one of your 20 fields and set up a separate import and make that import the 2nd step in the daily automation. You get 50 steps in an Automation and if that is not enough(!), then you can always start a new Automation and get 50 more.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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