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Add filter to a formula

Is there a way to add some sort of filter into the formula to exclude re-receipted gifts so that they aren’t pulled back into the formula due to the gift being modified?




Hi Melissa,

This is an interesting request!  We're definitely interested in expanding your control over filtering data, and this may even be something we can do today with creative transformations on the mapping.  (Check out this Knowledge base solution.)

When you're viewing the data on gifts, how do you currently identify which ones are re-receipted?  Is it a single field value or a comparison of multiple values to each other?

Thank you,

Amanda Tetanich 

Senior Product Manager | Omatic Software 

Resolved by changing the date to pull gift data to use 'created date' vs 'modified date'

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