Calculate total working days between dates (including Bank holidays)
Hi I am aiming to calculate the total amount of working days between two dates whilst also considering Weekends, Bank holidays and Christmas Holiday etc. I have created a calendar for the next 5 years which puts a 1 next to the days that are actual working days. Within this table the desired result is achieved by simply filtering the start and end date and it totals up the working days, however I need this result to appear as a result of a start and end date on another table. Any help appreciated. After I have achieved this I will also need to calculate the end date based on a start date and adding a number of working days, which again needs to considerWeekends, Bank holidays and Christmas Holiday etc. Thank you in anticiption. ------------------------------ Stu ------------------------------
Automation retire deadline extension?
I swear I saw an email a month or so ago saying that we no longer need to switch our automations to Pipelines by Jan 1, 2023. There is no current date but they will give us 6 months notice. I cannot find that email now, and want to be sure I saw that correctly. Can anyone confirm? ------------------------------ Mike Tamoush ------------------------------
Creating multiple child records based on the quantity of a field in the parent table
Hi, Is it possible to create multiple child records automatically based off of a quantity field in the parent table? For example - A new parent record is created and the Order quantity field in the parent record is 25. I would need 25 new child records created. Second nice to have feature would be that each new record has a component number assigned from 1-25. ------------------------------ Allison Corriveau ------------------------------CHECKBOX OPTION
I'm using the checkbox feature to trigger an action (i.e., such as issuing an automatic Notification email). Question - once that trigger is executed (i.e., issued the automatic Notification email), can the checkbox be configured to automatically be unchecked, so that it's available for the next time a trigger action is needed? Thank you, ------------------------------ Bruce Kasen ------------------------------Pipeline speed and workarounds.
I have been testing my pipelines that I have migrated from automations and they run much slower comparatively. A process that took maybe 5 seconds max to do in my automations, now takes 40 seconds to 2 minutes. I understand the Blaze engine was supposed to make pipelines faster, but the speed is still a far cry from the autos. I put in a support ticket to see if this was normal for the steps the pipelines were using. The response that I got, was that it was normal and that while pipelines are slower, they scale better than autos. Most of my pipelines are triggered by creation or update events. A common process in my app is when a user enters in data on a parent record which gets copied to a child record. The parent record that triggered the event is updated to have the input-text cleared from the field for future use. Here is why I did this. Most of the users in my company are looking at many different tabs, windows, Outlook, shared folders, and remote desktop screens while they are doing their work. I wanted to make record creation and updating as convenient as possible by minimizing the amount of child records that they had to go into. The solution that I originally had, was to have automations allow users to make all of the child records that they needed while inside of a parent record. It worked worked perfectly. I have tried other methods like embedding child forms on the parent via iframe, but they are hard on the eyes and they do not work. There was also the option of having the child form appear as a pop-up, which I wanted to avoid as users are inundated with enough visual stimuli . In the image below, other tabs in this record like Referrals, Notes, and Quotes, represent child records which relied on the same autos described above. Generally, this process translated to pipelines is this: 1.) Record Update (parent record updates). 2.) Create Record (child record created). 3.) Prepare Bulk Upsert (staging parent record to have input-text cleared). 4.) Search Records (search for parent record that triggered event). 5.) For Each Record (only one record in most cases) 6.) Add Bulk Upsert Row(add blank formula-text field that clears the input) 7.) Commit Upsert (merges upsert changes to parent record) For anyone who has migrated automations to pipelines, do you have any tips or work-arounds to make things faster? Also, will pipeline performance improve soon? Thank You, James ------------------------------ James Dalton ------------------------------
Full Application Overwrite Restore - Automations and Pipelines
On requesting a full Application Overwrite restore, I have read it will not restore Automations. What exactly happens, are the ones that exist in the current app before the restore still remain after the restore or are they deleted completely after the restore? On the same note, how about Pipelines? The ones that are there, are left there or are they deleted after the restore? ------------------------------ Rick Miller, Trinity ------------------------------Automation to change edit a field in a parent table from child table
I would like to create an automation in a table that will allow me to modify a record in a parent table if needed. Here is my scenrior: I create or edit a record in Table B, before closing the record i would like a pop up to ask if ( or anything else that can ask me to change the record in the parent table) I would like to modify a specific field in the parent table ( the field is "reminder date" in table A) Basically I create or modify a record in my "estimate" table, I would also like to be able to change my "reminder date" for the parent record (patient table).... I will eventually use pipelines to do this, but I need to set up this up quickly. Any thoughts? ------------------------------ Kelly Lyons ------------------------------
Will automations fire when a copyMasterDetailButtonHandler button is clicked in a form?
We have a process which copies a parent record and all children, I need to make sure some relationships are reset... Will an automation set on the child records clear out fields that I specify with a value of blank?Formula text button to create Quick Base Action (Add Record) and redirect to that record
I have a formula text button in a table to check a box in one table, fire an Action to create a new record in another table. Right now the formula takes me back to the original table. I need to go to the record in the new table.
Using automations to copy information from one field to another
Has anyone had success with using automations to copy data from one field to another within the same record? Is this function even possible within automations? Thanks Sheila ------------------------------ Thanks, Sheila ------------------------------
