Master account w/ sub account numbers
We track client revenue with a SaaS and the revenue is associated to a client by account ID. However, due to the nature of our business m...
Sarah
Joined on September 7, 2016
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Creating a URL based on a record ID
I have an automation that creates a new record on Table B when the existing record on Table A is modified. Due to the specific report I n...
I want to create a rule based on the time lapse of a modification in a logged text field
I have a logged text field called "Sales Notes" that needs to be updated every time the field "Status" changed. Specifically, I want to m...
Duplicating (or moving) records to a different table with automations
I have an app with 4 tables. Each of the tables has a status field that overlaps and I want to create an automation that moves a record (...
Can I assign field permissions to a single user vs. role?
Can I create a field and restrict the edit properties by user instead of by role? I have a meetings table and, in the table, each user ha...
Can we change the settings of an app to be in edit mode at all times?
We're considering transitioning over from our current CRM to Quickbase, but one major difference is the edit mode/view mode functionalit...
How do I import contacts into a contact table and automatically sync them with a parent table?
I have an app called Advertisers with an Advertisers table and a contact table. The advertisers table is the parent to a child contact t...