Custom Fields Special Cases
Common situations when joining on Custom Fields
Adding a Default Value for Tasks without the Custom Column
In order to join on the Entity Additional Field table and have a default value when the custom column is missing for a Task, follow the steps below.
Begin by joining the Task table on the Entity Additional Field Table:
![](https://files.readme.io/6146699-Simple_join.png)
Then, in the custom column table, create a column using the same method for joining on multiple entity additional fields from the previous tutorial:
![](https://files.readme.io/176d370-J_A.png)
Here is the field formula for copy-and-pasting:
case([Entity Additional Field β Field Name] = "Customer Work Type", [Entity Additional Field β Field Value String])
then we use the same "Max" by "Entity ID" as we did for the several columns in the parent doc:
![](https://files.readme.io/a2b045a-J_B.png)
Where the Max formula is
Max([Customer Work Type])
Finally we add another custom column to set the default value:
![](https://files.readme.io/0359001-J_C.png)
formula:
coalesce([Max of Customer Work Type], "default")
and now you should have the regular vs default values in the field "Fixed Customer Work Type".
Updated 8 months ago