Product: Omatic Cloud

Description: This solution presents instructions on how to copy an existing formula

Environment: Omatic Cloud

Versions: All


In Omatic Cloud, you have the ability to copy an existing formula. This is useful if you'd like to make changes to an existing formula and test the updates without modifying the original version, as well as making variations to the mapping. Please follow the steps outlined to copy a formula:

  1. Navigate to the Integrations/Formulas tab
  2. Select the ellipses in the action column next to the formula you'd like to copy
  3. Select 'Copy'

You will be taken through the formula wizard setup, where you can apply any changes. 

Note: When copying an existing formula, you are unable to change the formula type.