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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 |
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.
| Function | Argument | Description |
|---|---|---|
| SQR | (number, power) | Returns a number by a chosen power. Static numbers can be typed in or other fields can be referenced (if they are numeric fields). Powers must be integers. |
| SQRT | (number) | Returns the square root of a number or chosen numeric field. |
| MIN | (Value1, Value2,…) | Returns the smallest number from a list of numbers. |
| MAX | (Value1, Value2,…) | Return the largest number from a list of numbers. |
| AVG | (Value1, Value2,…) | Returns the average of a list of numbers. |
| SUM | (Value1, Value2,…) | Returns the sum of a list of numbers. |
| ROUND | (Value, Optional: Precision) | Rounds a number. If no Precision is entered the default behavior will be rounding to the nearest integer - ROUND(4.5) = 5, ROUND(4.44456) = 4. If you want rounding to second digit after the decimal separator, include the optional precision argument. For example, ROUND(4.44456, 2) = 4.44. |
| ROUNDTOEVEN | (Value) | Rounds a number to closest even value - ROUNDTOEVEN(5.4999) = 4, ROUNDTOEVEN(5.500001) = 6 |
| HASVALUE | (Value) | Returns "true" if the selected field has value and "false" if there is no value. |
| CONTAIN | (Field, Value) | Use this function to evaluate selected items in a pick list or multi-select field. For example, CONTAIN(PickList, "Pass"). If you want you fields to be visible when two options are selected(available only in Multilist) you can combine two CONTAIN function, or any other: CONTAIN(MultiList, "Option 1") AND CONTAIN(MultiList, "Option 2") OR CONTAIN(MultiList, "Option 3") Every possible logical operators can be applied and if you want to change the priority just add parenthesis where necessary: CONTAIN(MultiList, "Option 1") AND (CONTAIN(MultiList, "Option 2") OR CONTAIN(MultiList, "Option 3")) |
| IF | (Condition, ThenValue, Optional: ElseValue) | Use the If / Then / Else function to conditionally evaluate data conditions and perform various calculations based on that data condition. For example, If(Result1 > 10, "Success", "Fail"). The Else value is optional and if you skip it and the condition is not satisfied no value will be assigned to field - If(Result1 > 10, "Success"). |
Error checking
If a formula is incorrect, the expression builder has some validation built into it to alert you of of any bad syntax.
Text references in the expression builder often require double quotation marks around the text string.