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Table of Contents
Table of Contents

Purpose

Formula editor is used to create Visualization and Calculation rules for fields. You can access it by creating new field or editing and existing field in the 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.

Expression Builder View

 

ReferenceDescription
1Expression builder
2Available fields for selection
3Arithmetic and logical operators
4Available functions
5Available options in pick list and multi-select fields

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If you click once on a Pick List or Mulit-Select Field, available options will appear on the empty place bellow the operator buttons. Options will also display if the pick list / multi-select field is based on a data source URL setting (i.e. Technician or Location).

Building Expressions

To add a field or function to expression builder you have 2 options:

  1. Click twice on selected field / function
  2. Type the expression directly - the expression builder will hint you if there is match

Functions

When a function is inserted it will provide additional information about how the function must be structured.

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Tip

Text references in the expression builder often require double quotation marks around the text string.

For example:
If you want a field to show up based on another field that is a Yes/No field type when Yes is selected, and the name of the Yes/No field is named, Is this activity complete?. The resulting expression would appear as: Is this activity complete="yes"
To get this result, using the Expression Builder, you would first choose the dependent field from Available Fields. Next, select the = sign from the middle area. Finally, type the dependent value surrounded in quotations.

Logical Operators

To follow is an example of how a a logical operator can be used. In this example, the logical operators are part of the arguments of a nested IF statement.

Error Checking

If a formula is incorrect, the expression builder has some validation built into it to alert you of of any bad syntax.

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