Calendar
Using the built in calendar and integrating with third party calendars
Using the built in calendar and integrating with third party calendars
Assigning table privileges
Using the API and other data IO options to extract data from Agilebase and/or connect with third party systems
A powerful set of automation features
Each workflow can perform a single specific action
Using a view to create a workflow
A powerful automation feature that can synchronise data with a third party calendar.
Workflows can be used to alter data within the system
Workflows can be used to send an email
Chasers are dedicated functionality that use email to ask third parties for relevant information
Workflows can be used to automatically create a PDF document based on a template
Further information about Agilebase automation features
Chaining Workflows
Recursively Firing Workflows
How to run a workflow every time a new record is created, or optionally, opened
How to setup a Workflow to fire from a Button