Decrement a funding total

Stephanie Jordan

Hello all you formula wizards ~ I'm down to the last test of a travel request module and I realize my formula is not working correctly so I'm looking for some guidance. I have an intake sheet where requests are submitted, then reviewed and approved, which moves the data to another sheet for further approvals. I need to be able to decrement the [Travel Cost Estimate] from the [Current Funding Available] and produce the new balance in another column [New Balance] which is then used to calculate the next record added. As new records are added I need to be able to continue applying the logic and a column formula won't work for this. By the way this is in GOV platform so Sheet Summary is not available either. Any ideas as to how I can keep apply the formula if / when a new record is added? Suggestions or recommendations are appreciated. Thanks ~ Stephanie

Andrée Starå

Hi @Stephanie Jordan

I hope you're well and safe!

Can you describe your process in more detail and maybe share some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help.

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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