Creating and Editing Formulas

How to Map Fields in a Formula
Product: Omatic Cloud Description: This solution describes how to map fields in a formula Environment: All Versions: All Answer: On the Data Mapping...
Wed, Mar 11, 2020 at 12:22 PM
How to Build a Flat File Formula Using the File Upload Data Source
Product: Omatic Cloud Description: This solution outlines how to build a formula in Omatic Cloud Environment: All Versions: All Video Instructions:  *T...
Thu, Dec 3, 2020 at 8:17 AM
How to Map Multiples of the Same Field
Product: Omatic Cloud Description: This solution describes how to map multiple fields, such as attributes or appeals Environment: All Versions: All Answ...
Wed, Jul 10, 2019 at 1:51 PM
What are the Triage Options?
Product: Omatic Description: This solution describes the options available for triaging records Environment: All Versions: All Video Instructions:  ...
Fri, Aug 14, 2020 at 4:21 PM
Data Transformation
Product: Omatic Cloud Description: This solution is a walk through on how to transform data Environment: All Versions: All Video Instructions: Ans...
Wed, Mar 17, 2021 at 12:57 PM
How to Schedule or Continuously Collect Data
Product: Omatic Cloud Description: This solution presents an overview on how to schedule or continuously collect data from your source.  Environment: All ...
Wed, Mar 17, 2021 at 12:58 PM
Additional Data Source Filtering
Product: Omatic Cloud Description: This solution walks through the different data source filtering options for API connected formulas.  Environment: All ...
Tue, Jun 9, 2020 at 3:28 PM
How to Update Query Used in Formula
Product: Omatic Cloud Description: This solution describes how to create a new formula Environment: All Versions: All Answer:  Follow the step...
Wed, Sep 2, 2020 at 12:45 PM
How Does Proper Casing Handle Patrynomic Prefixes
Product: Omatic Cloud Description: This solution discusses the Proper Casing function as it related to patrynomic prefixes Environment: All Versions: All...
Thu, Sep 10, 2020 at 11:48 AM
Transformation and Concatenation Order of Operations
In the Data Mapping screen, you can apply Transformations to fields, which will do a find-and-replace when certain values are identified.  For example, I ma...
Fri, Oct 30, 2020 at 9:37 AM