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...
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...
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 ...
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...
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.
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...
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...
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!
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...