Apply Formulas on Existing Records

Apply formulas to all existing records, saving time and effort by eliminating manual updates

Table of contents

1. Apply Formulas to Existing Records
2. Menu Actions

Apply Formulas to Existing Records

Go to Admin > Automation > Apply Formula

1. Click on the + sign to create a new job;

2. Give it a name and Confirm;

3. Select the source data structure where you want to apply the formula;

4. Select the target field where you want the results to be saved;

5. Then, you'll have two options: 

   • Select the formula you wish to apply from a previously existing formula field in your data structure;

   • Enable the toggle Apply a new formula, and click on Edit Formula. Draft the formula in the formula editor, make sure you will get a valid formula indicator, and confirm.

6. Save.
   
   

7. You will be redirected to the list of formula jobs. Then, open the menu of the job you have created, and click on Run Once;

8. Follow the progress of the job under View job status. For more details, check this page.
   
   

Menu Actions

In the main section of Apply Formulas jobs, you will find the following actions on the top of the page and in the arrow on the left side of each job:

1. Select Page Length: Define how many jobs you want to see on one page. The default is 25;

2. Refresh: to update the list (the list will auto-refresh unless you have this section opened in 2 tabs/windows/users and you are applying changes on the other one);

3. Show archived: When enabled, the archived jobs will be displayed on the same list;
   
   

4. Edit: Edit any configuration of an existing job;

5. Run Once: Run the automation job to get the desired results;

6. History: View the actions performed on this job with the details of the user and the date;

7. Archive: Move this job to the archive when it's no longer needed.