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WithName Workout Routine
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WithName Workout Routine

Let's get this workout started!
What is it?
CurrentValue to refer to the current item in the list.
WithName gives a name to the CurrentValue so you have have nested loops
⁠
Screen Shot 2021-05-18 at 11.00.06 AM.png
⁠
⁠
When to use it?
You’ve already used it!
The name of a column
When you have multiple CurrentValues in a formula phrase
Reusing logic

Exercise 1

Let’s start by creating a formula column to see the comparison to WithName. You want to have a column that creates an id for each transaction that has both the shopper id and their purchase.
Your answer:
Date
Shopper
Item Sold
Total Cost
Sales Person
Customer Type
Transaction ID
1
Mar 1
1-shopper
Back to School
$40.00
Maria Marquis
New
​
2
Mar 2
2-shopper
Fun in the Sun
$43.00
Hannah Rochau
Existing
​
3
Mar 3
3-shopper
Fancy Dress
$28.00
Maria Marquis
New
​
4
Mar 3
4-shopper
Fun in the Sun
$43.00
Hannah Rochau
Existing
​
5
Mar 3
5-shopper
Back to School
$40.00
Maria Marquis
New
​
6
Mar 4
6-shopper
Fancy Dress
$28.00
Hannah Rochau
Existing
​
7
Mar 5
7-shopper
Fun in the Sun
$43.00
Hannah Rochau
New
​
8
Mar 10
8-shopper
Back to School
$40.00
Maria Marquis
Existing
​
There are no rows in this table
⁠

Reveal answer

Date
Shopper
Item Sold
Total Cost
Sales Person
Customer Type
Transaction ID
1
Mar 1
1-shopper
Back to School
$40.00
Maria Marquis
New
1-shopper - Back to School
2
Mar 2
2-shopper
Fun in the Sun
$43.00
Hannah Rochau
Existing
2-shopper - Fun in the Sun
3
Mar 3
3-shopper
Fancy Dress
$28.00
Maria Marquis
New
3-shopper - Fancy Dress
4
Mar 3
4-shopper
Fun in the Sun
$43.00
Hannah Rochau
Existing
4-shopper - Fun in the Sun
5
Mar 3
5-shopper
Back to School
$40.00
Maria Marquis
New
5-shopper - Back to School
6
Mar 4
6-shopper
Fancy Dress
$28.00
Hannah Rochau
Existing
6-shopper - Fancy Dress
7
Mar 5
7-shopper
Fun in the Sun
$43.00
Hannah Rochau
New
7-shopper - Fun in the Sun
8
Mar 10
8-shopper
Back to School
$40.00
Maria Marquis
Existing
8-shopper - Back to School
There are no rows in this table
⁠


Exercise 2

Our store provides a bonus if sales people sell over 1000 dollars worth of merchandise to new customers. Will
@Maria Marquis
⁠
have a bonus?
Your answer:
Reveal answer
⁠
No Bonus
⁠
⁠

Exercise 3

Our manager likes to follow up with clients based on the type of purchase they have made, and we want a column to show the date that the manager needs to reach out.
If the client bought the
@Back to School
⁠
package and the customer is
@New
⁠
our manager wants to reach out 1 week later
If they didn’t buy the
@Back to School
⁠
package and are not new, our manager wants to reach out 45 days later

Your answer:
Date
Shopper
Item Sold
Total Cost
Sales Person
Customer Type
Manager Follow Up
1
Mar 1
1-shopper
Back to School
$40.00
Maria Marquis
New
​
2
Mar 2
2-shopper
Fun in the Sun
$43.00
Hannah Rochau
Existing
​
3
Mar 3
3-shopper
Fancy Dress
$28.00
Maria Marquis
New
​
4
Mar 3
4-shopper
Fun in the Sun
$43.00
Hannah Rochau
Existing
​
5
Mar 3
5-shopper
Back to School
$40.00
Maria Marquis
New
​
6
Mar 4
6-shopper
Fancy Dress
$28.00
Hannah Rochau
Existing
​
7
Mar 5
7-shopper
Fun in the Sun
$43.00
Hannah Rochau
New
​
8
Mar 10
8-shopper
Back to School
$40.00
Maria Marquis
Existing
​
9
Mar 11
9-shopper
Fun in the Sun
$43.00
Maria Marquis
New
​
10
Mar 12
10-shopper
Fun in the Sun
$43.00
Maria Marquis
Existing
​
11
Mar 15
11-shopper
Back to School
$40.00
Maria Marquis
Existing
​
There are no rows in this table
⁠

Reveal Answer

Exercise 3 Answer
Date
Shopper
Item Sold
Total Cost
Sales Person
Customer Type
Manager Follow Up
1
Mar 1
1-shopper
Back to School
$40.00
Maria Marquis
New
3/8/2021
2
Mar 2
2-shopper
Fun in the Sun
$43.00
Hannah Rochau
Existing
4/16/2021
3
Mar 3
3-shopper
Fancy Dress
$28.00
Maria Marquis
New
4/17/2021
4
Mar 3
4-shopper
Fun in the Sun
$43.00
Hannah Rochau
Existing
4/17/2021
5
Mar 3
5-shopper
Back to School
$40.00
Maria Marquis
New
3/10/2021
6
Mar 4
6-shopper
Fancy Dress
$28.00
Hannah Rochau
Existing
4/18/2021
7
Mar 5
7-shopper
Fun in the Sun
$43.00
Hannah Rochau
New
4/19/2021
8
Mar 10
8-shopper
Back to School
$40.00
Maria Marquis
Existing
4/24/2021
9
Mar 11
9-shopper
Fun in the Sun
$43.00
Maria Marquis
New
4/25/2021
10
Mar 12
10-shopper
Fun in the Sun
$43.00
Maria Marquis
Existing
4/26/2021
11
Mar 15
11-shopper
Back to School
$40.00
Maria Marquis
Existing
4/29/2021
There are no rows in this table
⁠

Exercise 4

We want to format a message for Slack that summarizes the total sales for each person in a bulleted list.
Your answer:
Reveal answer
⁠
⁠
@Maria Marquis
⁠
: $401.00
⁠
@Hannah Rochau
⁠
: $363.00
⁠
⁠

Exercise 5

We want one button to add tasks the relevant tasks from the
New Customer Template
⁠
to a Tasks table for all New customers.

Your answer:
⁠
Add tasks for new clients
⁠
⁠
New Customer Tasks
Name
Shopper
Done
1
​
​
2
​
​
3
​
​
There are no rows in this table
⁠

Reveal answer
⁠
Add tasks for new clients
⁠
⁠

Tasks
Name
Parent
Done
1
Enter birthday in database
1-shopper
2
Welcome phone call from Diondre
1-shopper
3
Set up profile
1-shopper
4
Enter birthday in database
2-shopper
5
Welcome phone call from Diondre
2-shopper
6
Set up profile
2-shopper
7
Enter birthday in database
3-shopper
8
Welcome phone call from Diondre
3-shopper
9
Set up profile
3-shopper
10
Check in call from Diondre
4-shopper
11
Check in call from Diondre
5-shopper
12
Check in call from Diondre
6-shopper
13
Check in call from Diondre
7-shopper
14
Check in call from Diondre
8-shopper
15
Check in call from Diondre
9-shopper
16
Check in call from Diondre
10-shopper
17
Check in call from Diondre
11-shopper
18
Enter birthday in database
12-shopper
19
Welcome phone call from Diondre
12-shopper
20
Set up profile
12-shopper
21
Enter birthday in database
13-shopper
22
Welcome phone call from Diondre
13-shopper
23
Set up profile
13-shopper
24
Check in call from Diondre
14-shopper
25
Enter birthday in database
15-shopper
26
Welcome phone call from Diondre
15-shopper
27
Set up profile
15-shopper
28
Check in call from Diondre
16-shopper
29
Check in call from Diondre
17-shopper
30
Check in call from Diondre
18-shopper
31
Enter birthday in database
19-shopper
32
Welcome phone call from Diondre
19-shopper
33
Set up profile
19-shopper
34
Check in call from Diondre
20-shopper
There are no rows in this table
34
Count
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