I am trying to build a workflow that will, among other things, look at a series of payments to clients and flags payments to clients for additional checks based on a specified criteria. I have managed to do this using formula but it is not a practical solution given the size of the data set. I have created the following data set based on the one I am working with:
Client ID | Jan_Pymt | Jan_Qty | Feb_Pymt | Feb_Qty | Mar_Pymt | Mar_Qty |
CID01 | 25 | 5 | 5 | 0 | 25 | 6 |
CID02 | 25 | 5 | 20 | 1 | 15 | 2 |
CID03 | 50 | 9 | 50 | 5 | 10 | 0 |
CID04 | 0 | 2 | 20 | 0 | 5 | 0 |
CID05 | 25 | 5 | 5 | 5 | 5 | 5 |
CID06 | 25 | 0 | 10 | 8 | 15 | 10 |
CID07 | 25 | 4 | 10 | 6 | 10 | 10 |
CID08 | 25 | 0 | 0 | 1 | 20 | 10 |
CID09 | 25 | 3 | 50 | 4 | 20 | 0 |
CID10 | 50 | 2 | 20 | 0 | 25 | 5 |
Is it possible to use a Multifield Formula that will:
Add a new field that calculates the sum of the "Pymt" columns based on the value in the "Qty" columns. For example, sum the payments when the quantity = 0 (or if possible based on a ratio of the payment to quantity being less than a specified value).
Adds a new field that adds a flag "Check" based on the same criteria used for summing the payments.
The goal is being able to filter clients for checking and being able to use the value of the sum of payments to prioritise the order of the Clients for payment checks to be made.
