This app was used to demo four Formula Use Cases during the October 2021 Release Webinar and now one additional use case.
Use Cases
Holidays during Job Period: - Task Table
We will be calculating the duration of a job before and after Holidays are accounted for.
Cumulative Contract (Running Totals) - Contracts Table
We will be creating a formula query to calculate a running total of the contract values with each vendor: [Running Total Invoiced]
Auto-numbering - Task Table
We will set up a numbering system for the jobs, going off of Record ID# and Project: [Task #]
Duplicates - Contacts Table
Creating a formula query that looks for dupes!: [Duplicate Finder]
Ranking - Contracts Table
Ranking contracts based on amount! (Can be ranked off of another field if preferred): [Contract Rank]
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Level up with Formula Queries for Inventory! Average Cost of On Hand Inventory, Sequential PO Line Numbering, Summary and Drilldown without Relationships, Cost Allocation, and more!
Release 2.0…