Fillout Basics You NEED To Know
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@greginfla_1
@greginfla_1 Ай бұрын
Thanks for the tip; how do you prevent someone from changing their status and seeing interview scores?
@smvvirtual
@smvvirtual Ай бұрын
You can set field-level permissions by right-clicking on the field title and going to field permissions, then setting who can view and edit these fields. Field permissions are only available on Professional and Enterprise plans. You can also use record sections to hide the interview scores as well.
@bdc296
@bdc296 Ай бұрын
How do you view the total hours for the month? I only have the weekly view.
@smvvirtual
@smvvirtual Ай бұрын
Currently, the timesheets hub doesn't have this option, but you can use a timesheet widget in a dashboard to accomplish this.
@gabrielacubas5054
@gabrielacubas5054 2 ай бұрын
Thanks for the video. Does it show a monthly view? I am looking for something to replace clockify
@smvvirtual
@smvvirtual 2 ай бұрын
We're glad you enjoyed the video. The timesheet view in ClickUp currently lacks the ability to view monthly. However, you can utilize a dashboard for these purposes. The Timesheet dashboard card allows you to set and view timesheets on a monthly basis.
@effigy69
@effigy69 2 ай бұрын
Thank you. This was helpful and you explained so clearly.
@agoogleuser6937
@agoogleuser6937 2 ай бұрын
This combined with a fillout.com link would allow external users to also edit records without paying 45$ per editor to airtable.
@smvvirtual
@smvvirtual 2 ай бұрын
Publicly shared interfaces are pretty new and do have some limitations. It would all depend on your specific use case. If you need additional support, we'd be happy to help. You can book a complimentary discovery call. smvvirtual.com/book-a-discovery-call-general/
@agoogleuser6937
@agoogleuser6937 2 ай бұрын
What if there were 2 products in the sample category?
@smvvirtual
@smvvirtual 2 ай бұрын
Thanks for your question. Unfortunately, this workaround would only work on an individual linked record. If you need external users to have the ability to modify more than one record at a time, you may want to consider a custom portal like Softr or Noloco.
@agoogleuser6937
@agoogleuser6937 3 ай бұрын
Please make a video about workarounds so that submitters can edit linked records, not just adding, selecting and unselecting.
@agoogleuser6937
@agoogleuser6937 3 ай бұрын
⁠@@ElizabethGraham-nz5gbAt minute 14:30 of video kzbin.info/www/bejne/l3S0on2pa5xqgKssi=DctFZwmq03gcEkuD, i found that this guy explains how to allow users to Edit Linked Child Records.
@smvvirtual
@smvvirtual 3 ай бұрын
Hi @agoogleuser6937, we are working on a video to show a workaround for this… Stay tuned!
@smvvirtual
@smvvirtual 2 ай бұрын
Hey @agoogleuser6937 Here is our video we just released answering your question. I hope it helps! kzbin.info/www/bejne/aXXMmZqpnb6ijMk
@melissacoconut
@melissacoconut 6 ай бұрын
Thank you so much!!
@256hawkins
@256hawkins 7 ай бұрын
Can you export the total teams hours into excel or CSV and get the report showing the detail making up each day not just the summary?
@smvvirtual
@smvvirtual 7 ай бұрын
Unfortunately, the timesheets feature does not currently support exporting daily entries, but we hope this feature is coming soon!
@RonellCross-z2e
@RonellCross-z2e 10 ай бұрын
Thank you for your video. However, I want a new set of action items to be created for each new candidate, so that the person responsible for that can complete each action item and mark it as such once done. How do I do this?
@smvvirtual
@smvvirtual 8 ай бұрын
Hi @user-de2xu3dw5t! We'd be happy to assist in helping you get this set up. You can book a call with us here: calendly.com/smvvirtualconsulting/airtable-quick-chat-30-mins-clone We look forward to chatting with you!
@transforminghate
@transforminghate Жыл бұрын
Hi, thank you for sharing this great tool! I immediately started using it, but I came across an issue: creating records is limited to 100 records per base, why? We are a small company, and need this feature to automate our processes, and cant go to Enterprise account. So I was wondering about ways to keep using the Record Template feature beyond the 100 record limit. The issue is that we need to save different working templates for different cases in our business processes but we dont actually use them all the time, or even at the same time. Having a record template is for us a way to have transparent processes saved, and they get rolled out when triggered. So we actually need to save way more options for Record Templates than 100. 1. Idea Create different other bases with each 100 record template records, and sync the bases after the templates were used. This can already work, but it seems a bit complicated 2. Create Record Templates only with Automation and delete the template after it was used The idea is to not save Record Templates, but instead create the template in the moment it gets selected (by any condition, like single select field). In that moment we would tell Airtable to create a specific record template, with the pre-specified tasks and to run all the tasks, and after to delete the template again. This way more templates could be pre-defined but dont actually get saved. Any ideas if this is possible, with scripting? Looking forward to your feedback and ideas Best Yonatan
@smvvirtual
@smvvirtual Жыл бұрын
Hi Youatan, thanks for your comment. 😀 We've run into issues with the record template limit as well. We are hoping that Airtable increases this limit soon. In the meantime, we've come up with some clever workarounds for templates. We've used automations to find a record or series of records in a table that may be tagged with a certain single select field, then take those values, create records, and link them back to a given record. Though this approach has worked well, it would be nice to do all of this with record templates in the future.