Need the ability to roll up data (be it hours, expenses etc) from linked objects to project etc levels. | Community
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SimonAdler
New Participant
June 17, 2024
New

Need the ability to roll up data (be it hours, expenses etc) from linked objects to project etc levels.

  • June 17, 2024
  • 0 replies
  • 276 views

Currently breaking down hours or expenses of certain categorisations against a project or task are challenging. Typically an integration needs to be put in place, to pull data aggregate it and write it back, this increases cost, latency and encourages data to be extracted and viewed from outhr solutions. 

 

Have the ability to write a query such as the External look up field, as a value (not a selection), that is triggered to run an update as and when that custom data form is updated would significantly enhance reporting flexibility and deliver greater insights.