improved

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Data & Field Management

Improved Formula Builder

Whats New page - Formula Builder
This update significantly improves the formula entry experience, ensuring the formula column remains clear and functional while providing dynamic support through the Help Sidebar. The sidebar now defaults to an empty state where users can populate it by selecting elements. Clicking an element adds it to the builder and displays relevant help text without disrupting the formula workspace.
Key Highlights:
  • Enhanced Formula Entry Area: The formula column is protected with a minimum width of 400px, ensuring a clutter-free and focused workspace, regardless of sidebar adjustments.
  • Resizable Help Sidebar: With a minimum width of 150px and dynamic maximum width, users can customize the sidebar to balance help visibility with formula entry needs. A fixed-position toggle ensures easy re-access after hiding the sidebar.
  • Fields Panel Enhancements: Search dynamically filters results as you type, improving field discovery. The panel includes visually refreshed icons and clear sections that are open by default for quick access.
  • Improved Help Access: Users can explore help content by clicking elements in the sidebar or using the “?” icon to reveal tooltips like "Show me examples," making formula writing more intuitive.
How It Works:
  • Open a formula field’s properties.
  • Toggle “Advanced Editor” on.
This update prioritizes seamless formula entry by enhancing usability, preserving workspace clarity, and providing quick, context-aware help, empowering users to work smarter and faster.