ChristieAnderso
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Re: Summary formula for Multi-Select Text
Ok, I think I understand you here. Let me play with it and I'll reach back out if I get stuck again. Thank you! ------------------------------ Christie Anderson, PMP She.Her.Hers. | Proactive Care Management Associate, Aetna One Advocate p 959-230-7059 6005 Nacot Pl, Mail Code F488, New Albany, OH, 43054 ------------------------------15Views0likes0CommentsRe: Summary formula for Multi-Select Text
Ok, confirming to change the field type for Collaboration 1 to formula numeric? Won't that remove the multi-select options for users? I may be misunderstanding this. ------------------------------ Christie Anderson, PMP She.Her.Hers. | Proactive Care Management Associate, Aetna One Advocate p 959-230-7059 6005 Nacot Pl, Mail Code F488, New Albany, OH, 43054 ------------------------------36Views0likes2CommentsRe: Summary formula for Multi-Select Text
HI Mark, Yes, the result will total the number of selections. We would like metrics to display how many collaboration attempts resulted in a successful transfer to a nurse ("A1A Nurse Care Manager- Successful") and how many resulted in a referral due to no nurse being available to take the transfer ("A1A Nurse Care Manager- Nurse not available; referral sent"). I hope that helps? ------------------------------ Christie Anderson, PMP She.Her.Hers. | Proactive Care Management Associate, Aetna One Advocate p 959-230-7059 6005 Nacot Pl, Mail Code F488, New Albany, OH, 43054 ------------------------------20Views0likes0CommentsSummary formula for Multi-Select Text
Hello, I am trying to create a summary report for selections made in a multi-select field. I'm using the formula - IF(Contains($Selections, $SearchTerm),1,0) and am getting the error - Formula error Expecting text but found number My actual text is here: If(Contains([Collaboration 1], "A1A warm-transfer: A1A Nurse Care Manager- Successful"),1, If(Contains([Collaboration 1], "A1A warm-transfer: A1A Nurse Care Manager- Nurse not available; referral sent"),1,0)) I found a conversation in the community with a similar error, but there was no resolution posted so I'm stuck. Any help is appreciated! ------------------------------ Christie Anderson, PMP She.Her.Hers. | Proactive Care Management Associate, Aetna One Advocate p 959-230-7059 6005 Nacot Pl, Mail Code F488, New Albany, OH, 43054 ------------------------------29Views0likes6CommentsRe: Override Record ID
Hi Evan~ Thank you for the tip! We have already gotten her all squared away, but I'll remember that for next time...I forget about the find and replace function!! Christie Anderson, PMP ------------------------------ Christie Anderson Proactive Care Management Associate Aetna New Albany OH 9592307059 ------------------------------6Views0likes0CommentsRe: Override Record ID
Mark - Just FYI, the grid edit did not work for us. Because the record was a lookup field, grid edit does not work. Unless there is some permission that we can turn on for doing this? It wasn't too terrible of an ordeal, thankfully it was a new record and had very few orphan records! ------------------------------ Christie Anderson Proactive Care Management Associate Aetna New Albany OH 9592307059 ------------------------------10Views0likes1CommentRe: Override Record ID
Thanks Mark, that was my last ditch fix, we were hoping for a way to recover her old Record ID to avoid doing the grid edits. :) ------------------------------ Christie Anderson Proactive Care Management Associate Aetna New Albany OH 9592307059 ------------------------------14Views0likes5CommentsOverride Record ID
A new supervisor deleted an employee from our roster, this is a parent table to multiple child tables for things like PTO requests, coaching reports, and employee self-evaluations. Is there a way to create a formula that will override her new Record ID and replace it with her old one so that she can be reconnected to her existing child records? Thanks! Christie Anderson, PMP ------------------------------ Christie Anderson ------------------------------17Views0likes7Comments