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Difference between revisions of "Formula Builder"

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===How the Formula Builder Works===
===How the Formula Builder Works===
#{{:ExpressionBuilder}}
#{{:Expression Builder}}


===Considerations===
===Considerations===

Revision as of 21:43, 5 July 2012

The Formula Builder lets you interactively define a Formula Expression.

Example

FormulaBuilder.png

To build that formula:

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

How the Formula Builder Works

  1. Expression Builder

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)