Export Formula Mapping and Settings :

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Export Formula Mapping and Settings

Patty Manwaring

started a topic 3 months ago

I would love to see an option to export the formula mapping and settings like we can for Omatic profiles.

2 Comments

Ryan Montgomery

said 2 months ago

Hi Patty,

This is interesting! Can you elaborate more about exporting the formula mapping, specifically how you use the exported data? We do have plans to include a review screen in the future to summarize your formula configuration. Is this something that could help you?

Thanks,

Ryan

Patty Manwaring

said 2 months ago

I keep a file with the mapping of the most recent versions of my profiles. That way, I can refer to it as I'm building new and similar profiles and have it as a backup in case I inadvertently mess something up. See attached.

I like the ability to download to excel but a summary or review screen would probably serve the same purpose.

xlsx

1. TR Reg ...

(13 KB)