Formula columns display information from related tables through 2-N relationships

Formula columns display information from related tables through 2-N relationships


In my example, I have a simple structure: Project -> Project Task -> Timesheet (Project and Timesheet do not have a direct relationship).

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The Project contains information about the "Project Type," which is an option set.

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If I want to display this attribute on Timesheets records, I can create Formula Columns on the Timesheet table and access the attribute through the Project Task table.

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'Project Task'.Project.'Project Type'

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As a result, even without a direct relationship, I can display the value from the Project on Timesheets records, where users can use it, for example, for filtering.

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Alec Witte

Energieversum

4 个月

Since when does the formula column support option sets? Is this a ?new‘ feature?

回复
Tim Pratt

CRM Functional Consultant at Sunrise Technologies

8 个月

Very cool! Formulas are a really nice addition to the toolset for small customizations like this.

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