Has anyone figured out how to add a double quote " in the filters? I tried escaping with a \ but it broke the IF statement.

To expand on this: To filter for templates that were added later, you would have to go by the tasks it created, if any. Templates that were added later only to change settings or add queue topics would be trickier.

Thanks, Kat. This was really helpful. I didn't realise it was just a search that doesn't have to rely on another field, but it can if you want it to. We can now call them External lookups and Internal lookups.

I should also add that using a calc field can "bridge the gap" when you want to report on something that's too many hops away.   If I want to know a project owner's manager's name on a document report; that's too many hops. But If I put a calc field on the document's project that lists the owner's m...

Here's an example where I display the name of the Client Services lead for that client on the Project form, with lot's of screenshots: First enter a Typeahead field on your Company form that will house the Client Services Lead. I use a dot suffix in the name to identify my Typeahead fields (and I us...

Same here, I just tested it.

Here are some samples of our admin queue and some of the forms that accompany them.

I'm looking forward to seeing your automation.

I have found one of my pain points regarding proofs is cleaning up old Proofs that have been abandoned. I've not a found a way to withdraw the approval request short of deleting the file or logging in as the Proof requestor and doing it one by one. It would be great if there were a way to do it in b...

Thanks all for the "likes" it's nice to be appreciated.Here's another quick tip:If you see a piece of text mode code and really want to learn how it works, Go to ChatGPT and prompt "Please explain" and then paste in the code. I did that in the first example and paraphrased to give you an example. Ch...