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how to perform a database like query

Hi Team - 

How would I perform a db like query through the formula of an object?

Specifically, I want the % completed field to be populated automatically based on the aggregate value of a subset of fields.

E.g. We have leads listed in the Customers module that are of 4 categories (A, B, C, D)

Each lead has a status (1, 2, 3, 4, 5), 1 being its a prospective client,  5 being we have closed a deal.

I want the field which say.

Select all customers with category A, and average their status.

Is there a way to loop through all projects?

If so, I can take it from there...





pestewart Answered

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Hi Philip,

This should be possible with our customization engine. Please hop on our free Advanced Office Hours Webinars (, so where we can disccuss your use case real time, better understand your requirement and advise accordignly.

All the best,


Diana Sandura 0 votes
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