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Formula editor is used to create Visualization and Calculation rules for Activity Fields. You can access it by creating new Field or editing existing in Administration/Activity/Form Designer.
At the bottom of the screen you can choose either to add Calculation or Visualization rule for the chosen field by clicking Edit. Some Fields may have only Visualization rule available, if they can't be used in calculations.
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After choosing one of the rules the formula editor appears.
The formula editor contains several areas:
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If you click once on a Multi List or Pick List Field their entered Options will appear on the empty place bellow the operator’s buttons (place 4):
That's working also for fields with selected URL Setting, like Technician:
Expression building
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- To click twice on selected field/function
- Start writing it and the expression builder will hint you if there is match
When a function is inserted it will provide additional information about how the function must be structured.
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The formula editor has additional check settings so if you entered wrong expression - not existing field/option/function, mistakes in function structure you will not be allowed to save the expression:
The provided expression(CONTAIN(Technician,Abbott, Claude)) looks legit : The function Contain exists, the field Technician also, there is Technician Abbott, Claude, but since it's an option and an option must be in "" it's not a valid expression and the error message will appear. If we add the "" then we'll be able to save it and we will see this window:
, which means that the expression is legit and we can Save the field. If we don't press Save, although the expression is added it won't be saved!
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