Pranav Yadav monogramCase study · Care-Provider Ops Portal · Match identifiers in code, not in formulas
Deep dive · Care-Provider Ops Portal

Match identifiers in code, not in formulas

Invoices were being rebuilt from a partial set of sessions because a linked-record query used a formula that renders record links as display values rather than identifiers — so it matched nothing, silently, every time, and each approval overwrote the invoice with only the latest batch. The fix reads the platform's own reverse links and matches identifiers in application code.