icon picker
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
Mar 1
1-shopper
$40.00
Mar 2
2-shopper
$43.00
Mar 3
3-shopper
$28.00
Mar 3
4-shopper
$43.00
Mar 3
5-shopper
$40.00
Mar 4
6-shopper
$28.00
Mar 5
7-shopper
$43.00
Mar 10
8-shopper
$40.00
There are no rows in this table

Reveal answer

Date
Shopper
Item Sold
Total Cost
Sales Person
Customer Type
Transaction ID
Mar 1
1-shopper
$40.00
1-shopper - Back to School
Mar 2
2-shopper
$43.00
2-shopper - Fun in the Sun
Mar 3
3-shopper
$28.00
3-shopper - Fancy Dress
Mar 3
4-shopper
$43.00
4-shopper - Fun in the Sun
Mar 3
5-shopper
$40.00
5-shopper - Back to School
Mar 4
6-shopper
$28.00
6-shopper - Fancy Dress
Mar 5
7-shopper
$43.00
7-shopper - Fun in the Sun
Mar 10
8-shopper
$40.00
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
Mar 1
1-shopper
$40.00
Mar 2
2-shopper
$43.00
Mar 3
3-shopper
$28.00
Mar 3
4-shopper
$43.00
Mar 3
5-shopper
$40.00
Mar 4
6-shopper
$28.00
Mar 5
7-shopper
$43.00
Mar 10
8-shopper
$40.00
Mar 11
9-shopper
$43.00
Mar 12
10-shopper
$43.00
Mar 15
11-shopper
$40.00
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
Mar 1
1-shopper
$40.00
3/8/2021
Mar 2
2-shopper
$43.00
4/16/2021
Mar 3
3-shopper
$28.00
4/17/2021
Mar 3
4-shopper
$43.00
4/17/2021
Mar 3
5-shopper
$40.00
3/10/2021
Mar 4
6-shopper
$28.00
4/18/2021
Mar 5
7-shopper
$43.00
4/19/2021
Mar 10
8-shopper
$40.00
4/24/2021
Mar 11
9-shopper
$43.00
4/25/2021
Mar 12
10-shopper
$43.00
4/26/2021
Mar 15
11-shopper
$40.00
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 to a Tasks table for all New customers.

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

Reveal answer
Add tasks for new clients

Tasks
Name
Parent
Done
Enter birthday in database
1-shopper
Welcome phone call from Diondre
1-shopper
Set up profile
1-shopper
Enter birthday in database
2-shopper
Welcome phone call from Diondre
2-shopper
Set up profile
2-shopper
Enter birthday in database
3-shopper
Welcome phone call from Diondre
3-shopper
Set up profile
3-shopper
Check in call from Diondre
4-shopper
Check in call from Diondre
5-shopper
Check in call from Diondre
6-shopper
Check in call from Diondre
7-shopper
Check in call from Diondre
8-shopper
Check in call from Diondre
9-shopper
Check in call from Diondre
10-shopper
Check in call from Diondre
11-shopper
Enter birthday in database
12-shopper
Welcome phone call from Diondre
12-shopper
Set up profile
12-shopper
Enter birthday in database
13-shopper
Welcome phone call from Diondre
13-shopper
Set up profile
13-shopper
Check in call from Diondre
14-shopper
Enter birthday in database
15-shopper
Welcome phone call from Diondre
15-shopper
Set up profile
15-shopper
Check in call from Diondre
16-shopper
Check in call from Diondre
17-shopper
Check in call from Diondre
18-shopper
Enter birthday in database
19-shopper
Welcome phone call from Diondre
19-shopper
Set up profile
19-shopper
Check in call from Diondre
20-shopper
There are no rows in this table
34
Count




Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.