Field Properties Adjustments

Submitted by tnrye on 2013/01/25 10:30
Hello,
 
Thank you Pierre for you quick responses, it shows how dedicated you are to your software!  
 
Currently I have the to-do's grid full of entry's that won't be attended to for months or years.  I tried to set up a this week and next week grid based off the corresponding fields but it's not working properly.
In the this week column two similar items are checked even though on is a year out.  
 
I really like the to do grid, but because of volume etc. I need to have a this week and next week grid that I can view on a weekly basis.  
 
I tried to set up a row equation for the thisweek as =isToday(DueDate)+7 the rules were already set to A:NextWeek=
 
It seems like the Today column in the to-do's grid is not working as well.
 
Also, can you create equation that affect column not row...or is this filtering?
 
I tried to duplicate the fianance grid, and in the balance column it always show 0 or negatives.  I tried to go through the welcome part and it made it more confusing.
Another problem is the parent sum of the other colomn won't go back to zero if I delete the number.  I have to put a zero in the colomn for it to go back, even if I hit refresh.
 
 
 
Thank you
 
Troy
 

Comments

 Hi Troy,
 
I don't think there is enough info here for us to know the problem. Keep in find that a given field can be updated automatically in several ways - Row Equations, Auto-Assignment Rules, Hierarchy Equations, and maybe others I'm not remembering :).
 
As background, check out the documentation on equations. You may have to read it a couple times to get it to sync in (and I say that even though I helped write a lot of it :), but there is a lot info in there - Field Management Dialog - Equations. Note that Hierarchy Equations are the "column equations" you were asking about, but they only work from child to parent - not with siblings like Excel.
 
Also, when in the Field Properties dialog if you click on the arrow in the upper left there is a "Export all equations to a text file". Sharing that will give folks here a better complete picture of what is going on.
 
d

jan_rifkinson

2013/02/23 12:39

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[quote][snip] ... You may have to read it a couple times to get it to sync in[/snip] [/quote] 
clever...  I'll have to remember that one.