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Status Future consideration
Categories Application
Created by Mike Jacobson
Created on Feb 15, 2021

Custom Field: worksheet 'Equation Builder' error needed

In custom field: worksheet - Is there a way to know if the formula is failing when saving changes to the custom worksheet value without having to double click on the value to open it?

  • Use Case: I renamed the Capital Spend Element “Capital Spend (YTD) Calculation” and saved the Capital Breakdown custom field: worksheet

    • The custom worksheet burn rate value formula did not tell me if the formula failed in the ‘custom worksheet screen’

    • In order to know if the formula is functioning, I needed to open the equation builder formula by clicking on it

    • Please note that this is the second time I’ve accidentally caused this error in the past year on the same custom field while renaming ‘field name’ for the customer.

    Suggestion: Could we have a preview screen (just like we do for scorecards) which show the formula working/failing?

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