Error - Your Plan Contains Advanced Formulas Which Must Be Approved By Us

Error - Your Plan Contains Advanced Formulas Which Must Be Approved By Us


Applicability
This error applies to the following situation:
  • plan was configured by our technical team 
  • You altered formulas within the plan
    • Some of those formulas contain {{...}} expressions
  • Your calculation is failing with this error

Impact
This error prevents you from running calculations.

Explanations
In formulas, you can use your own SQL to query credited transactions and calculated rewards (examples). We provide full data isolation / sandboxing by making a copy of your workspace data to a private database. Your SQL query only runs against your own private database.    

On the other hand, formulas with {{...}} are direct SQL queries which operate directly on our entire database. Those formulas are configured by the Sales Cookie team for cases where isolation and sandboxing is not sufficient or too slow, or because we need to refer to other entities.

Only Sales Cookie operators can alter direct SQL queries. If you alter a formula with a direct SQL query, our system will detect this change and issue error "Your plan contains advanced formulas which must be approved by us. Please contact support for assistance.".

Here is an example of a direct SQL query. A workspace selector is required and ensures the query only runs against one specific workspace's data.
{{SELECT SUM([Amount (Imported)]) FROM Transactions WHERE WorkspaceId = @WorkspaceId AND IsDeleted = 0}}

Resolution
As instructed by the error, please contact technical support. We will review your formulas and authorize changes after evaluating their performance impact.

    • Related Articles

    • What Are Commission Formulas For?

      If you are using spreadsheets to calculate commissions, you are probably: Use messy nested conditions Reference cells by name or position Have multiple sheets with v-tables, etc. If someone shifts cells, adds a column, or includes hidden rows of ...
    • How Do Advanced SQL Statements Work?

      What Are Advanced SQL Statements? Our technical team may configure advanced SQL statements which operate directly against the database. This is done a/ for performance reasons, b/ to perform complex queries spanning multiple entities, or c/ to ...
    • How Can I Debug Formulas?

      You can use debug mode to understand how formulas are applied to a sample transaction or sample payee. You will see how each formula statement was evaluated against your sample transaction or user (payee). Debugging Formulas - Sample Transaction To ...
    • Error - Can't Credit Transactions

      Applicability This error applies to the following situation: You are importing transactions You do not have any field mapped to category "Owner / Sold By" You do not have any field mapped to category "Territory or Team" Impact This error prevents you ...
    • Error - Can't Date Transactions

      Applicability This error applies to the following situation: You are importing transactions You do not have any field mapped to category "Transaction Date" Impact This error prevents you from importing transactions. Explanations Without a field ...