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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
| Reference | Description |
|---|---|
| 1 | Expression builder |
| 2 | Available fields for selection |
| 3 | Arithmetic and logical operators |
| 4 | Available functions |
| 5 | Available 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:
- Click twice on selected field / function
- 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 |
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Text references in the expression builder often require double quotation marks around the text string. For example: |
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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