The Formula Editor Automation action enables you to execute formulas on any column type whenever specific events occur in your Grids.
With the Formula Editor action, you can automatically calculate character counts, manipulate text strings, perform mathematical operations, and execute other formula-based tasks across your entire Grid based on the triggers you define.
If you are not familiar with creating an Automation, please view the following article: Creating an Automation.
Not the Automation action you need? Check out the full list of all Automation actions in Gridly.
Setup
After creating the Automation, you need to configure the trigger and action. We’ll create an Automation that returns string character count upon trigger as an example.
Add a trigger
Click Add Trigger. In this example, we will select Manual record trigger.
Add Formula Editor action
- Click Add Step and select Formula Editor in the list of Automation actions.
- Enter a formula in the Payload field. Refer to this article for all supported formulas in Gridly: Formulas.
- Click Select input value for action to add column values to the formula.
- Select an output column to hold the result. All column types are available for selection except Reference, File, and Formula columns.
- Click Save.
Test your Automation
- Turn on the Automation using the switch next to Automation name.
- Click Test Automation. If your Automation is not turned on, Gridly will require you to turn it on in a pop-up message.
