thomast
signup
if you want to signup into a new workspace, make sure you do it from http://app.localhost:3001/welcome. The error saying the user does not have access means you tried to sign in from the url of tim's workspace
3 replies
signup
you cannot signup to an already existing workspace. You need to log in using [email protected]. Then you invite your other email from the settings page
3 replies
Time based field update with workflow
Soon we will have additional actions that will avoid writing code and talking to the api yourself :
- an action to search records easily
- an action to loop over a list of records
- the action to update a record already exists but since you want to check a list of records it won't work in your use case
7 replies
Time based field update with workflow
Hi @Dream, you need :
- a cron trigger that runs daily. It already exists
- a code action that will fetch all records using twenty api. It will loop over all records, and check the expiry date. Then you will use the twenty api again to update the expired field if needed
Available doc for the api is there https://twenty.com/developers/rest-api/core#/
7 replies
Workflow Documentation
Hi @Dream, you have two options here:
1. Use the trigger that listen to record updates, as shown above. Then the updated record will be available in you code step
2. Use a manual trigger, and set the type of the record you wanna pull in the code step. Then you can activate the workflow, select the record you want to update and open the command menu on the right. You will see your workflow that you can execute on this record
11 replies
import contacts
let's assume you have your contact object that has a many to one relation with company. If you name this relation field "company" on your contact object, it will create a field "companyId" in DB. Then in your csv the companyId column will match the comanyId column on your contact field
8 replies