Is there a way to use a formula in a custom field?
@Kelly Gabel can you expand a bit around what you want to achieve? It is possible to perform basic arithmetic operations with numerical custom fields, but it's pretty limited.
@Hannah Humbert - Simpla Workflows
Absolutely! I have a Budget Tracker and a Custom Field for Revenue and one for Expenses. I'd love to have a Profit field that automatically calculates the Profit between the two, so = Revenue - Expenses
@Kelly Gabel you should be able to use butler to calculate that. Have a look at this article here down the bottom under Custom Field Arithmetic. Let me know if you need any help setting it up 😊
@Hannah Humbert - Simpla Workflows Ok took me a few tweaks to get it right, but that totally worked! The only follow up question I have, so I used a trigger of when Revenue and Expenses are complete, then... but I'd love it to update in real time. I just didn't see an option for keeping it synced, like when those fields are updated vs. complete.Is that not available, or did I just miss it?
Try this:
when custom field "regex:/.*(Expenses|Revenue).*/" is set, set custom field "Profit" to "{{%Revenue}} - {{%Expenses}}"
Regex is used here to create an OR statement; so you're saying: when either the expenses or revenue fields are set, then update the profit field. "Set" is when the field is either completed or updated, meaning that the profit field will dynamically update.
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