CeciliaMullan
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Joined 6 years ago
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Copying records to new table using automations with criteria based on modified formula fields
I want to copy records from one table to another once these records meet certain criteria. The criteria, however, are based on formula fields. For example, one field is a formula checkbox that is automatically marked when the record's expiration date field is past today's date. The other field reflects when the record has reached the number 0 (which is the difference calculated between two other fields). Does the automation only work when the record is modified "manually" by a user? Is there a workaround if this is the case? Input is much appreciated! ------------------------------ Cecilia Mullan ------------------------------142Views0likes2CommentsRe: Capturing all user activity in a daily report accounting for different Time Zones
Hi Mark, It happens in both PDF and text in line format. I've now tried to test it sending it as a CSV file but the testing function is no longer working (or it's getting caught in spam and my quarantined folder hasn't been updated). Regardless, our preference would be text or PDF (not CSV). ------------------------------ Cecilia Mullan ------------------------------25Views0likes0CommentsRe: Capturing all user activity in a daily report accounting for different Time Zones
No! It's totally straightforward. Which is why this is bizarre. It's just a list of the activities logged for the day across our team. The only way to access the full report is to open it online - which defeats the entire purpose of sending the PDF. ------------------------------ Cecilia Mullan ------------------------------3Views0likes2CommentsRe: Capturing all user activity in a daily report accounting for different Time Zones
So, I just heard back from the support team that this is a bug. I found a post on this same issue from 2019 and I cannot believe this has not yet been resolved . My barebones CRM that I ditched for QuickBase could handle this really simple task. Extremely disappointed. ------------------------------ Cecilia Mullan ------------------------------21Views0likes4CommentsRe: Capturing all user activity in a daily report accounting for different Time Zones
Hi Mark! Apologies for the delay. Thanks for your input. The report that's coming through (via PDF) only shows 1-20 of the 55 activities. It's not sending the FULL report. I assumed it was because of time zone but it seems to be cutting off at the first page. Any ideas? Thank you! ------------------------------ Cecilia Mullan ------------------------------21Views0likes5CommentsCapturing all user activity in a daily report accounting for different Time Zones
Hi there, I would like to send to my team a report (subscription) of all their activities logged in Quick base from the day before. The issue is that we have team members located across the country so the report currently is not capturing the activities from my West Coast team members. Is there a way to adjust the time zone for any users outside EST so that the report captures their activities in this report? Thanks! ------------------------------ Cecilia Mullan ------------------------------19Views0likes7CommentsTable Reports
It seems like any user can change the reporting parameters of a Table Home Page if I don't click on "Hide UI for creating and customizing reports." Is that true? I don't want people touching the Home Page reporting parameters but I want them to be able to create their OWN additional reports if they wish. How can I prohibit them from accessing the reporting parameters of a Home Page report like you can with other reports? Thanks! ------------------------------ Cecilia Mullan ------------------------------12Views0likes1CommentRe: Importing New Activities to Contacts
Thanks Mark! I'm so sorry I'm just seeing this - I had to take a break. The switch from Record ID # to Contact as the Key Record is working great. Thank you for your help! ------------------------------ Cecilia Mullan ------------------------------12Views0likes0Comments