/* 8-30-17 Move search on Catalog page */
AA01: Advanced Use of Formulas (2:13:00)

AA01: Advanced Use of Formulas (2:13:00)

Automating your workflow with formulas is a very effective way to add efficiency to your processes.

About this course

 

Advanced Use of Formulas

Explore complex use cases and how formulas create efficiencies and an enhanced user experience. This course uses a series of hands on build challenges and exercises to boost your formula skills and ability to troubleshoot problems.

This course is recommended as a pre-requisite to all advanced training courses. 

Advanced Use of Formulas is presented by Eric Mohlman.  Eric is the resident expert on the use of formulas to enhance and automate Quick Base applications.

Eric Mohlman

Eric Mohlman

Solutions Engineer, Customer Success

 

 

Curriculum

  • Introduction
  • Introduction (1:18)
  • Formula Resource (6:27)
  • Review: Intermediate Formula Training (2:26)
  • Advanced Formula Use Cases
  • Use Cases Overview (2:34)
  • Use Case: Concatenating Text Fields (2:33)
  • Use Case: Form Rules vs Formula (5:50)
  • Use Case: Calculating a Date (5:13)
  • Use Case: Extracting Append Field Information (8:54)
  • Use Case: Duration Calculation (4:36)
  • Use Case: Icons and HTML (9:27)
  • Use Case: File Attachment as a Lookup (8:20)
  • Use Case: Formula Simplification (12:10)
  • Use Case: API Button to Complete a Project (8:08)
  • Use Case: API Button to Create a Series of Records (9:06)
  • Troubleshooting Challenges
  • Troubleshooting Challenges Overview (:24)
  • Troubleshooting Challenge 1: Display Due Date
  • Troubleshooting Challenge 2: Change a Sales Rep’s Displayed Name
  • Troubleshooting Challenge 3: Show Date One Year After Sales Call
  • Troubleshooting Challenge 4: Row Colorization
  • Building Challenges
  • Build Challenges Overview (:31)
  • Build Challenge 1: Create Mailing Labels
  • Build Challenge 2: Add a Written Date to a Project Letter
  • Build Challenge 3: Convert Numeric Time to Hours/Minutes
  • Build Challenge 4: Display a Picture as a Thumbnail
  • Build Challenge 5: Display the Most Recent Entry in a Field
  • Course Summary
  • Advanced Formulas - Summary (:37)
  • Assessment: Advanced Use of Formulas
  • Assessment: Advanced Use of Formulas

About this course

 

Advanced Use of Formulas

Explore complex use cases and how formulas create efficiencies and an enhanced user experience. This course uses a series of hands on build challenges and exercises to boost your formula skills and ability to troubleshoot problems.

This course is recommended as a pre-requisite to all advanced training courses. 

Advanced Use of Formulas is presented by Eric Mohlman.  Eric is the resident expert on the use of formulas to enhance and automate Quick Base applications.

Eric Mohlman

Eric Mohlman

Solutions Engineer, Customer Success

 

 

Curriculum

  • Introduction
  • Introduction (1:18)
  • Formula Resource (6:27)
  • Review: Intermediate Formula Training (2:26)
  • Advanced Formula Use Cases
  • Use Cases Overview (2:34)
  • Use Case: Concatenating Text Fields (2:33)
  • Use Case: Form Rules vs Formula (5:50)
  • Use Case: Calculating a Date (5:13)
  • Use Case: Extracting Append Field Information (8:54)
  • Use Case: Duration Calculation (4:36)
  • Use Case: Icons and HTML (9:27)
  • Use Case: File Attachment as a Lookup (8:20)
  • Use Case: Formula Simplification (12:10)
  • Use Case: API Button to Complete a Project (8:08)
  • Use Case: API Button to Create a Series of Records (9:06)
  • Troubleshooting Challenges
  • Troubleshooting Challenges Overview (:24)
  • Troubleshooting Challenge 1: Display Due Date
  • Troubleshooting Challenge 2: Change a Sales Rep’s Displayed Name
  • Troubleshooting Challenge 3: Show Date One Year After Sales Call
  • Troubleshooting Challenge 4: Row Colorization
  • Building Challenges
  • Build Challenges Overview (:31)
  • Build Challenge 1: Create Mailing Labels
  • Build Challenge 2: Add a Written Date to a Project Letter
  • Build Challenge 3: Convert Numeric Time to Hours/Minutes
  • Build Challenge 4: Display a Picture as a Thumbnail
  • Build Challenge 5: Display the Most Recent Entry in a Field
  • Course Summary
  • Advanced Formulas - Summary (:37)
  • Assessment: Advanced Use of Formulas
  • Assessment: Advanced Use of Formulas