Podio, in and of itself, is a great tool to digitalize and model your business data but it cannot use that data to make combinations, selections, decisions, ... in other words, create business logic. They do, however, have a tool in place that lets you add this logic manually. This tool is called calculations.
Calculations can do two things:
- It can add business logic involving data of the current item and any items referenced.
- It compensates for missing features in Podio (e.g. sections, filtering, ...)
Creating a calculation
When you want to create a calculation, you need to ask yourself the following questions:
What inputs will do I need?
Inputs are data from other app fields. All different kinds of fields can be used in calculations (even other calculations)
1. What inputs will you use (may be none). What types do they have? Are there incoming/outgoing relations?
2. What output TYPE do I want (text, number, date)
3. What output do I want?
- detail point 1) Inputs
- inputs have 4 types (maybe here too make a spreadsheet with first column screenshot of fields, then 4)
- text: text / text calculation / location / category / unique id (metadata) / created by (metadata)
- number: number / number calculation / money / duration / progress
- date: dates / date calculations / created on (metadata)
- arrays (lists): multiple category, linked ALL OF fields. In these arrays we can then find again
- you only have fields of the current app + 1 level down
- with the level down you can get (maybe make a small google spreadsheet overview tabel with V and X )
- ALL of ... for text/number/dates
- ALL of ... with nulls for text/number/dates. (short example for the difference?)
- Sum / avg for numbers (not dates/texts)
- min / max for numbers/dates (not texts)
Sidenote, you can never get the relation item directly. You always fetch a field within that relation. For example, you cannot get the car brand by itself. You can only get the car brand name, the car brand country, ...
know the difference between incoming and outgoing (maybe screenshot with 1 example. Car brands + car models app. The brand thus has incoming car model items)
- detail point 2
- text: useful to combine different fields, sorting, , (NOT FILTERABLE)
- number: to calculate total hours, $, ... Or to add custom filters
- dates: when working with deadlines, invoice dates, ... Can optionally be shown in calendar
- detail point 3
- That's enterily up to you. Get inspiration from our EasyCal library of examples