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Created by Roger Oliver
Created on Nov 20, 2019

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Automatically update worksheet equations when a change is made to a custom field value on a related record

I have added a custom Worksheet to my Master Feature record which has equations that reference the values in custom fields located in the linked Features records.  When the custom fields' values are changed in the linked Features, I must manually open each Master Feature and click in the Worksheet to cause the equations to update.  According to your support article, "Reference Aha! fields in custom worksheet equations"...

A change to a custom field value on a related record will not be automatically reflected in equations

This is a major problem because I do not know when the custom fields' values are changed in the linked Features.  So, I don't know when I need to open the Master Feature and click in the Worksheet to cause the equations to update.  

Can this functionality please be changed to make worksheet equations automatically update when a change is made to a custom field value on a related record?

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  • Admin
    Nathaniel Collum
    Reply
    |     Mar 4, 2020

    We're happy to hear that it's working for you now! This change will not modify any existing records. It will only affect future changes. So you will still need to refresh existing fields if no changes are made.

  • Roger Oliver
    Reply
    |     Mar 3, 2020

    Chris,
    This is wonderful. And it appears to be working for me now. Will existing records be updated automatically, or do I need to refresh them?

  • Roger Oliver
    Reply
    |     Feb 22, 2020

    Thanks Chris. This is exciting news! I very much look forward to the change.