Overview

The Designer includes support for some special formulas. These formulas can be added to your Excel workbook. Though they will not be evaluated within Excel, the workbook will be able to evaluate them once uploaded to the server with a designer application. Inclusion of these formulas can significantly expand the potential of your workbook's integration with the designer application at runtime and your overall workflow generation.

SpreadsheetWEBRecordInfo(param)

The SpreadsheetWEBRecordInfo formula can be utilized to inject record-related information into your workbook, which can help you with tasks such as varying your logic based on new vs. existing record status, creation date, or even record status.

The syntax for the SpreadsheetWEBRecordInfo formula is as follows:

The available parameters that can be retrieved into your workbook are defined below.

• Id - This is the ID of the current record being accessed by the user. If there is no record, then this will evaluate to 0. Hint: This can be used to identify if the record has already been saved or not.
• EditId - This is the iteration of the current record being accessed by the user. If there is no record, then this will evaluate to 0. If this is a new record and this is the first edit of the record, then the value will be 1. Subsequent edits will increase this value by 1 for each save.
• AssignedUserId - This will provide the ID (unique, numeric) of the user to whom this record is currently assigned. If unassigned or if the record does not exist, this will return 0.
• AssignedUserName - This will provide the username of the user to whom this record is currently assigned. If unassigned or if the record does not exist, this will return 0.
• ActionUserId - This will provide the ID (unique, numeric) of the user that last performed an action upon the record. If the record does not exist, this will return 0.
• ActionUserName - This will provide the username of the user that last performed an action upon the record. If the record does not exist, this will return 0.
• AssignedGroupId - This will provide the ID (unique, numeric) of the group to which this record is currently assigned. If unassigned or if the record does not exist, this will return 0.
• AssignedGroupName - This will provide the name of the group to which this record is currently assigned. If unassigned or if the record does not exist, this will return 0.
• EntryDate - This will provide the creation date of the record. If the record has not been created yet, this will return 0.
• LastUpdate - This will provide the last update date of the record. If the record has not been created yet, this will return 0.
• StatusIndex - This will provide the status index of the current record. If the record has not been created yet, this will return 0.
• StatusName - This will provide the status name of the current record. If the record has not been created yet, this will return 0.
• Notes - This will provide the most recent note from the current record. If the record has not been created yet, this will return 0.