Working with configuration
Best practices and concrete examples of what can be built by combining fields, formulas, automations and views.
7 articles
Configuration possibilities
Configure Custom Notification Subscriptions
Configure email notifications that users can subscribe to or unsubscribe from, with role-based access and automatic recipient selection.
Track Use Case Status History with Automation
Automatically track use case status changes with history entries that record who changed the status, when, and how long each status lasted.
Build Secure Instance Deletion Automations
Delete instances in bulk with a safer automation that centralizes the deletion scope, adds a review dashboard and threshold, and sends alerts.
Track Instance Creation over Time with Computed Timeseries
Count instances created in each period by combining a per-instance 0/1 timeseries with a global sum.
Import Existing and New Users from a File in Two Phases
Import existing and new users in two phases to create missing users without overwriting existing names.
Display Roles, Users, and Groups in a Table
Display roles, users, and groups assigned to each role in a table.