Difference between revisions of "Formula Builder"

Revision as of 19:35, 25 July 2011

The Formula Builder lets you interactively define a Formula Expression.

To build that formula:

The "Order Amount" field was chosen, inserting order_amount
The Operator "* Multiply" was chosen, inserting *
The "Related to Customer" field "Discount" was chosen, inserting related_to_Customer.discount
The [Check Syntax] button was clicked, to ensure validity.

Considerations

To compare to a string, use single quotes: 'ABC Co.'
The return value of the expression must match the return value selected for the formula. (The [Check Syntax] button verifies that it does.)
To return a text string, the value returned should be a field of type Text (related_to_customer.name), or a literal string enclose in single quotes ('sample'
To return a Boolean, use an IF expression that returns true or false:

IF(related_to_Customer.customer_name = 'ABC Co.', true, false)

@@ Line 1: / Line 1: @@
 The Formula Builder lets you interactively define a [[Formula Expressions|Formula Expression]].
 __TOC__
-===Example===
+====Example====
 ::[[File:FormulaBuilder.png|border]]
@@ Line 9: / Line 10: @@
 # The Operator "* Multiply" was chosen, inserting <tt>*</tt>
 # The "Related to Customer" field "Discount" was chosen, inserting <tt>related_to_Customer.discount</tt>
-# The entire expression was enclosed in single quotes
 # The '''[Check Syntax]''' button was clicked, to ensure validity.
-{{Note|When comparing to strings, use double quotes:<br/> &nbsp; &nbsp; <tt><nowiki>related_to_Customer.name = "ABC Co."</nowiki></tt>}}
+===Boolean Example===
 ===How it Works===
 #{{:ExpressionBuilder}}
+===Considerations===
+;Considerations:
+:* To compare to a string, use single quotes: 'ABC Co.'
+:* The return value of the expression must match the return value selected for the formula. (The '''[Check Syntax]''' button verifies that it does.)
+:* To return a text string, the value returned should be a field of type Text (<tt>related_to_customer.name</tt>), or a literal string enclose in single quotes (<tt>'sample'</tt>
+:* To return a Boolean, use an <tt>IF</tt> expression that returns true or false:
+::<tt>IF(related_to_Customer.customer_name = 'ABC Co.', true, false)</tt>
+::