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pschiffli add function for table records.
Hello everyone.
This may be a very basic question, but I am a new user and am trying to figure out why my function is not passing the syntax check. I went by the example in help and this is what I came up with:
Monthly_ERA_s__c:SUM + Monthly_Paper_RA_s_via_Lockbox__c:SUM + Monthly_Paper_RA_s_non_Lockbox__c:SUM
I just want these fields to look similar to this below:
Monthly ERAs: +
Monthly Paper RAs via Lockbox: +
Monthly Paper RAs (non-Lockbox): =
Total Monthly Claim Volume:
Can someone given me some advice on how I can get this to work?
Thank you!
I am not sure if i understood your question correctly but based on my understanding this could be the solution:
You need to have these three fields created in the system (i believe these are number fields).
1. Monthly ERAs:
2. Monthly Paper RAs via Lockbox:
3. Monthly Paper RAs (non-Lockbox):then create a formula field "Total Monthly Claim Volume" that calulates the sum of these three field. select the fields from the insert field section above the formula editor as it accepts the field name and not the label.
Your formula would look like this:
Total Monthly Claim Volume = Monthly ERAs: + Monthly Paper RAs via Lockbox: +Monthly Paper RAs (non-Lockbox):
Thanks
Thank you so much! That did it!!!!
As I mentioned, I am new and still learning out of books, but it is slowly coming together.
I apreciate your assistance on this!