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Ryan_Whitney
5 - Automation Enthusiast
5 - Automation Enthusiast
since ‎May 13, 2019
‎Nov 29, 2022

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  • 4 Posts
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I have a rollup field on our Customer Tracker that concatenates the project stage for each of the projects associated with a single customer. I want to filter on projects that are post-implementation to flag CSM’s to update Customer health informatio...
I’d like to request a product enhancement to allow formula fields to take a value, and assign a plain text input on a formula field. Currently, you can go from text to number, but not the other way around.Use Case: We currently calculate date a proje...
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