Powerful Workflows with Formulas in SmartSuite

Learn powerful workflows and formulas in SmartSuite. Peter covers basics to advanced functions like financial calculations, text manipulation, arrays, conditional logic, and more. Engaging Q&A too 00:00 Intro And Setup 00:26 Basics And Getting Started 01:30 Linking Records For Formulas 02:05 Creating Sample Order Data 03:20 Auto Generating Record Titles 04:18 Basic Formula For Totals 05:22 Advanced Formula Editor 06:39 Formula Tips And Tricks 07:34 Creating Multi-Table Data 08:37 Summing Linked Record Values 10:02 Referencing Linked Record Fields 11:40 Summing Order Totals 12:53 Number Formatting Coming Soon 13:48 Using Excel-Like Functions 16:39 Using Column Aggregations 17:17 Summing Totals By Quarter 18:25 Creating Sample Order Data 2 20:12 Linking Data For Reporting 21:30 Sharing Example Formulas 23:55 Using Mathematical Operators 25:53 Floor And Ceiling Functions 27:28 Calculating Loan Future Value 28:29 Numeric Formula Questions 30:21 Find Matching Records 32:26 Highlighting Field Values 33:14 Lookup Field In Formulas 35:46 Array Functions For Lookups 37:21 Tracking Last Modified 38:31 Merging Duplicate Records 39:36 Checklist Count Function 41:58 Repeating Text Function 42:18 Numeric Formula Questions 43:18 Manipulating Text With Formulas 45:44 Get Substrings From Text 47:42 Date Difference Function 48:54 Calculating Day Of Week 51:59 If Statements For Conditions 52:53 Case Statement For Matching 53:55 Questions And Discussion 55:21 Linking Data Across Solutions 57:34 Scheduling Questions 59:15 Scheduling Updates Coming 01:00:16 Visualizing Linked Data 01:01:16 Repeating Text For Sparklines 01:02:42 Recalculation Frequency 01:05:11 Rating Field Questions 01:07:13 Getting Values From Lookups 01:10:55 Sorting Linked Records 01:12:01 Formula Limits Discussion 01:15:06 Sub Items Questions 01:17:22 Regex Functions Coming Soon 01:18:29 Removing Duplicate Records 01:21:57 Sharing Example Formulas 01:25:24 Parsing Text With Multiple Delimiters 01:26:17 Closing And Next Steps