How to Write Formulas in SmartSuite

In this hyper-competitive business environment, maximizing productivity is not just an objective, it's a necessity. One striking method to achieve this is automation, specifically through powerful, no code tools such as SmartSuite. Today, we take you through a comprehensive guideline on how to master the art of formulas in SmartSuite to unlock a new level of efficiency in your operations.

Unlocking Potential with SmartSuite Formulas
SmartSuite provides a powerful platform that allows you to calculate almost anything you can imagine. This is achieved through leveraging linked relationships and numerous interconnections. At first glance, formulas may seem deceptively simple, but as you delve deeper into the intricacies, a feeling of being overwhelmed may set in. Don't fret, the key is to break down the process, step by step, to ensure formulas work every single time.

A Step By Step Guide: Creating Formulas in SmartSuite
Formulas can be your gateway to untangling the complex web of database information, facilitating streamlined processing of vast quantities of data. The first step to writing a formula in SmartSuite starts with comprehending the fundamental differences in database tools, especially if you're more familiar with spreadsheet tools.

In spreadsheet tools, you can simply point and click from cell to cell, making it straightforward to perform arithmetic functions. However, SmartSuite, as a database tool, functions slightly differently. Rather than focusing on individual cells, you reference entire columns or fields when crafting a formula, amplifying the power behind each calculation.

To embark on this journey of formula creation, start by telling SmartSuite you're developing a formula within your new field. By kicking off the advanced editor, you launch the interface to crafting intuitive and efficient formulas.

Utilizing The Dot Notation
In the world of SmartSuite, the humble dot carries immense significance. Commonly known as 'dot notation', this method unlocks a world of possibilities when developing formulas. Once you have selected an entire column or field to work on, the magic begins with a dot. Add another layer to your formula, delve deeper into your database, and create formulas that reference specific fields or combinations to create the calculations that matter most to your operations.

Piecing It Together: A Summation Example
To bridge the gap between theory and practical application, let's tackle an example. Say you want to sum the estimated value of opportunities linked to an account. Start by adding a 'sum' function, which accumulates the values from the entire column. Next, by linking to 'opportunity' in the 'accounts' formula you're building, you can dig below the surface and look at the 'estimated value' in the 'opportunities' table. Viola! You now have summed data across linked records.

Adding The 'If' Function
While summation is already a powerful tool, the 'sum if' function takes it to the next level. This function sums up data conditionally, meaning you can stipulate specific criteria for the data you want to calculate. For instance, if you wish to only sum closed deals, you can set the criteria to be when the stage equals 'closed-1', and the function will do the rest!

Mastering Formulas: Keep It Simple
If you're just starting on this journey of formula creation, a pro tip is to take baby steps. Break down the process into easily digestible steps, crafting components of the formula independently and testing each step. Before you know it, you would have mastered the art of formula creation, making data manipulation a breeze in SmartSuite.

Conclusion
Writing formulas in SmartSuite may initially seem daunting, but with a step-by-step approach, the process is surprisingly intuitive. These formulas can become powerful tools in your arsenal, automating tasks, and unlocking hidden insights from your data.
So take the leap, start with a simple formula, and watch as your proficiency and the complexity of the tasks you can automate grows. Happy building!

If you're ever stuck and need expert assistance in automating your database, don't forget that professional services are just a click away.