Product: Omatic Cloud

Description: This solution describes how to create a new formula

Environment: All

Versions: All


Follow the steps below to change the Altru query being used.

1. Select Integrations/Formulas.

2. To the left of the name of the formula that you would like to update select the three dot then select Edit Altru Settings.

3. Select the new query from the drop-down list. Please note that you will receive an popup update the impact of updating the settings so the data mapping will need to be reviewed. Once OK is selected in the pop up, select Next to proceed to the Data Mapping.

4.  In Data Mapping, you will indicate the fields that are being sent to the destination. For more information on mapping, please see this Knowledgebase solution.