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TaraMc2
TaraMc2
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  • We have about 200+ clients that we have to choose from when starting a marketing project. Sometimes we have to select multiple clients. We are currently using a very large drop down field but each time an end user selects a client, the drop down field closes and they have to reopen it to select anot...

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  • I have a much larger calc field that this is part of. Essentially I need I need to combine two fields into one piece of a larger naming convention. CONCAT is at the top of my calc (seen below) so I need to be able to take these two fields and their answers to create NCM:DE:Collateral Routing Request...

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  • We use calc fields to drive naming conventions on our projects. I have been successful on updating a few of the naming conventions however I need to apply a new formula that pulls in two fields in order to determine a portion of the name of the project.  Example:   IF({DE:Collateral Routing Request ...

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  • I created a new calc field for naming conventions and I am trying to apply them to my forms. When I pull the field form the field library all of the calculations are missing. When I try to add the calcs back in I get an error that this is a multi-use form and if I want to update the calc field then ...

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  • I am trying to create a column within a report that represents the sum of two other columns in a report. I'm also trying to create a column that compares the number of days from planned start date to planned completion date. Does anyone have text mode that will work for these two items?  Thank you! 

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  • I would like to create a view for my end users of their custom intake form and all of the fields (and field selections). Is there a way to do this?  Thank you! 

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