I’d like to create a formula that links a field from an Outcome to a Proposal through a Project.
[Outcome] One ↔ One [Project] One ↔ Many [Proposals]
This is relatively simple: I can create a formula inside of Proposals
Project.Outcome.[Over vs Under Resourced]
However, I’d only like this information to bubble through to the proposal if the proposal was the one that was approved.
In this case, I’d like to use something like
If(Proposal.Status.Name="Approved", Project.Outcome.[Over vs Under Resourced], *Blank*)
However, I’m not sure what I can do to return nothing. [Over vs Under Resourced] is a single-select entity (and I’d like to return the whole entity, rather than the name for UI purposes), but something like “” doesn’t work, because it is string-typed.
Is there a way to return a blank that shares a type with [Over vs Under Resourced]?
It’s an interesting use case.
I don’t think it’s possible with formulate.
However, you can kinda hack it.
Use text field instead of formula.
Create rule for update of status.
Filter to only approved
On Update of Status to Approved set the text field “[Over vs Under Resourced]” using formula
Project.Outcome.[Over vs Under Resourced]
If you want to clear it you would need another rule:
2. Create rule for update of status.
3. Filter to NOT approved
4. Update “[Over vs Under Resourced]” using “Clear field value”
If you want to return a specific field like [Client Temperature] from the Formula, you must add that field to the bogus search result as well, because all potential (conditional) Formula results must return the same data type:
