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10. Maker Course - Create Global Fields

Video Walkthrough

Follow Along:

Create a Global Field for the Total Count of Items

  1. In the module builder toolbar, select the Fields button. The Fields panel displays.

  2. Locate the Global Fields section and select + Add New Global Field. The Global Field Settings screen displays.

  3. Enter a Name for the field: "Count of Requests".

  4. Select the Formula field type. The global field configuration options display.

  5. Ensure the field is set to return the Count of items.

  6. In the provided conditions group, configure the field to match items where the Status is Not equal to Intake Started.

Create a Global Field for the Count of Requests In/Out of Stock

  1. In the module builder toolbar, select the Fields button. The Fields panel displays.

  2. Locate the Global Fields section and select + Add New Global Field. The Global Field Settings screen displays.

  3. Enter a Name for the field: "Count of Request Per In/Out of Stock".

  4. Select the Formula field type. The global field configuration options display.

  5. Configure the field to return the Count of items Grouped by the field Maestro Plush Data Source Entity Id - In Stock.

  6. Set the field to show the Count of item per group.

  7. In the provided conditions group, configure the field to match items where the Status is Not equal to Intake Started.

You've created two new global fields to track high-level metrics for your workflow: one for counting the total number of requests and one for counting the number of requests for in-stock items vs out-of-stock items. Next, we'll create an additional formula field that captures the date of each request.

Next Step:

11. Maker Course - Create a Formula Field