I need a report to summarize a totals columns
I use an app that tracks employee hours(actual vs budget) by job by year and quarter closed. I want to be able to calculate an efficiency by quarter for each employee. I have tried creating a summary ...
Forum Discussion
No, if they are all lookup fields, then you need to use plan B. Plan B is to make a scalar field and mirror it. I suggest included in your Plan B is that nightly Automation to update any records where the two fields do not match. not that a job can have its source lookup fields change (e.g. a Close Date field on a Job may be updated) and that would only be caught by the overnight Automation.