One of the most common things people want to surface in a Softr portal is a count showing how many records are in a list, table, or grid, how many requests came in this month, how many items are at a particular status. Airtable holds the data but does not allow for this without some […]
How to Show Record Counts from Airtable in Softr Read More »
Client: (Client name changed for privacy.) Role: Operations and Reporting Specialist Industry: Financial Technology (FinTech) Located: Florida, USA / Toronto, Canada Year: 2022 Team Size: 50-100 Tools: Airtable, ClickUp, Google Sheets, Jira Before I came on-board project 100k, the leadership team had decided to clear up their incomplete operational data as they realized it was
Moving tens of thousands of records, such as contacts, projects, tasks, transactions, or documents, carries a risk of duplication. The stakes here are higher and the margin for error is smaller, so getting it wrong creates problems that could last a long time. Here is how I approach it. I plan before anything is touched.
Migrating Large Records or Data Sets with a High Risk of Duplicates Read More »
Anyone who has ever moved data from one system to another has almost certainly run into duplicate records on the other side, especially when moving from multiple tools that were similar into a single workspace. This could be contact information that appears twice, or projects and tasks created once during a test run and again
Duplicate Records During Migration: Why They Happen and How to Handle Them Read More »
Asset tracking in Wrike, whether tracking digital assets like images and templates, or physical equipment like printers and monitors, follows the same core approach. The principles apply across both. Building an asset tracker in Wrike starts with identifying what the assets are being used for and how often. Start by defining your asset types Before
Asset Tracking in Wrike Read More »
Databases in Wrike are one of those features that look different depending on what problem you are trying to solve. Reference data that drives automations One example is a project team’s database that is central to how work gets assigned. A task created from a blueprint triggers an automation that looks up the relevant Deliverable
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