Master Formulas in SmartSuite for Streamlined Work Management
SmartSuite is an intuitive work management platform that allows you to connect data across apps and solutions to build dynamic formulas. This opens up tremendous possibilities to customize your project management and reporting needs.
In a recent video, Gareth from Gap Consulting, a SmartSuite implementation expert, provides an in-depth look at constructing formulas in SmartSuite. He walks through examples ranging from simple arithmetic formulas to complex conditional logic.
Gareth first demonstrates how easy it is to create a basic formula, like a line item subtotal on an invoice. After selecting the desired fields and operators, SmartSuite allows you to point and click to build the formula.
The video then explores SmartSuite's advanced formula editor, which unlocks more advanced capabilities through the use of square bracket syntax and dot notation to traverse relationships. This powerful functionality allows you to reference fields across linked apps and perform functions like sum or average.
Some key examples Gareth covers include:
- Building a formula to calculate invoice subtotals
- Summing those subtotals at the invoice level
- Using conditional logic like
SUMIFto selectively sum subtotals - Modifying invoice totals based on adjustable criteria
Curious to learn more? Be sure to check out Gareth's full video for an in-depth look at constructing formulas in SmartSuite.
Ready to streamline your workflows with SmartSuite's versatile formulas? Get started with a free SmartSuite trial today!
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