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NickVa1
NickVa1
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  • Hi Fusion Community,Fusion is running into an error when trying to update a custom field, based on a formula I've inputted.  See the following screen shot.   It appears that Fusion throws an error when trying to populate a value in this formula field because the formula references a couple fields th...

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  • For anyone who runs into a similar issue in the future, I figured out my issue:   Within the Numeric Aggregator field called "Value", I was referencing the incorrect field.  I had referenced the Amount field on the Salesforce search module, when I should have been referencing the Amount field from t...

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  • Hi WF Fusion Community, Sorry for posting this twice - I posted in the regular WF community, and then realized this specific Fusion community exits    I'm looking to get the sum value from a specific custom field (Amount__c) based off of one or many bundles, per program.   Example: There 2 Billing ...

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  • Hi WF Community,   I'm looking to get the sum value from a specific custom field (Amount__c) based off of one or many bundles, per program.   Example: There 2 Billing Records over in Salesforce associated to WF Program A.  I grab this data with a Salesforce (search with query) module.  See screensho...

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  • Hi!Is this still a thing.  There are many times I wish the Fusion Full Text Search feature worked, and had more capabilities.  I spend a lot of time manually having to go through executions to find the segmented data sets I want to see.

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  • Nice...thanks, Doug.  I'm going to dig into option 2 a little more.  I'll let you know how it turns out.

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  • Hi Jason,   Thanks for the response.  Our Finance dept. is doing this in Excel and Google Data Studio at present, so we're looking to take them from there and into WF.  If I can get this data inputted into specific MM-YY custom fields - an even spread of a sum value of X months worth of fields - tha...

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  • Hi WF Fusion Community,   I'm looking for some guideance on how to utilize Fusion to accomplish the following revenue recognition requirement:   Use automation to input an evenly distributed value within monthly-labelled fieldsWe created a new custom form at the Program level that contains fields la...

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  • Thanks, Jason.  I might take you up on this.  We have a pretty invovled setup within Fusion, so I'm sure we could work it in.For the time being, however, we're just using a custom Grouping on parent task.Cheers!

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  • Hi WF Community,Does anyone know if it's possible to aggregate a custom calculated field (Number format) at the parent task level?  I have a custom view at the project level (looking at all of the tasks in the project), and I'm using the SUM option on Field A (the custom calculated Number field), bu...

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