How can I systemically calculate a "Score" based on new field entries for new records?

Mike Mather
Mike Mather ✭✭
edited 03/13/24 in Formulas and Functions

I need to generate a business value you score for new lead entries, based on three customer profile entries for every new lead entered. HOw can this be done.

1) I tried in the form, but no luck.

2) I tried in automation, but no field calculations are available to be passed to the Smartsheet. (They come through as Text and not an equation.)

3) The grid view does not seem to provide the functionality for new lines.


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