Formula Builder

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The Formula Builder lets you interactively define a Formula Expression.

Contents

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. Write an Expression into the field. Optionally use the buttons to help specify fields and operators:
    FieldChooserButton.png
  2. [Choose Field]
    • Click this button to bring up a field-chooser dialog
    • Select a field.
      Note:
      • Lookup fields that go to Custom Objects end with an angle bracket (>)
      • Selecting a lookup field opens the list of fields available in the targeted record
      • Up to 4 lookup records can be traversed, as shown in the example below
    • Click [Insert Field] to insert the chosen field
    border‎
  3. Operator
    Optionally, choose an Operator to build the expression. (When adding values to compare against, be sure to put String values in single quotes. For example: State = 'CA'. Numbers do not need to be in quotes.)
  4. [Choose Function]
    Choose from a list of available Formula Functions

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)
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