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JasonYo1
JasonYo1
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  • @Doug Den Hoed‚ thank you for the link to the Automatic Weekly Status Reporting post. I'm fairly new to using calculated custom fields and am getting an error putting in the following: LEFT(IF(LEFT(,LEN(IF(ISBLANK({General Update}),"-",{General Update})))={General Update},Update History,CONCAT(IF(I...

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  • Thanks @Nichole Vargas‚ and @Kristy Musgrove‚ . We currently copy and paste the custom form information in the updates section of the project for this custom form, but was just hoping to find a solution that automatically stores the data. I will definitely see if I can find the post from @Doug Den...

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  • Thank you all for the insights and suggestions. We use SharePoint at our firm so I believe that will be the best option for this issue at the moment. The SharePoint integration looks to be beneficial with document sharing between the two platforms. Thanks again! Jason Young

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