General
VAR Cache Bust
Use this for refreshing / recalculating formulas. This number is a combination of a daily integer and a user-editable number.
BTN Cache Bust
Users can click this button to refresh the global cache busting integer (and manually refresh/recalc formulas)
VAR Cache Bust (daily)
TEXT Cache Bust (int)
Current Filter
Affinity Account setup
VAR Affinity Account Info
VAR Affinity Account User
VAR CHK Affinity Account Linked
Will be true if the user’s Affinity account is correctly setup.
List Setup / Field Assignment
VAR Deal Flow Setup Complete
VAR Port Co Setup Complete
Pre-Meeting
Filter Pre-Meeting People to Discuss
Allows the user to filter the people to discuss cards under Pre-Meeting
Mine. Only people that are my responsibility All. All people (unfiltered) Last Week. The people I selected last week SEL Pre-Meeting - Filter People to Discuss
Meeting
People to Discuss
Sort Meeting People to Discuss (Card View)
On , under People to Discuss and Card View, there is a table floated to the right that has “toggle buttons” for selecting the sort order of the cards below. Those buttons update this control object’s selected option. SEL Meeting - People to Discuss - Card View - Sort Options
Add New Person to DB People from User’s Affinity Account
On under People to Discuss and Card View, there is a text input that lets a user find a new person from their Affinity account and add them to during the meeting. The below canvas formula runs the Affinity pack’s FindPerson() formula, using that text input’s value as the search parameter. The result is returned to a canvas formula that displays the found value. VAR MEETING - People to Discuss - Find new Affinity Person
DateTime explainer for sync state (auto close)
💡Used on @TEMPLATE Sync State explaining DateTime cols