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Difference between revisions of "Formula Builder"

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To build that formula:
To build that formula:
# The User Field "Role" was chosen, inserting <tt>user.primaryteamrolename</tt>
# The "Order Amount" field was chosen, inserting <tt>order_amount</tt>
# The Operator "not equal" was chosen, inserting <tt>!=</tt>
# The Operator "* Multiply" was chosen, inserting <tt>*</tt>
# The role name was typed in, enclosed in double quotes: <tt>"Director"</tt>
# The "Related to Customer" field "Discount" was chosen, inserting <tt>related_to_Customer.discount</tt>
# The entire expression was surrounded in single quotes: <tt>'...'</tt>
# The entire expression was enclosed in single quotes
# The '''[Check Syntax]''' button was clicked, to ensure validity.
# The '''[Check Syntax]''' button was clicked, to ensure validity.
{{Note: When comparing to strings, include the string in double quotes.<br> E.g. <tt>.name = "ABC Co."}}

Revision as of 19:04, 25 July 2011

The Formula Builder lets you interactively define a Formula Expression.

How it Works

  1. ExpressionBuilder

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 entire expression was enclosed in single quotes
  5. The [Check Syntax] button was clicked, to ensure validity.

{{Note: When comparing to strings, include the string in double quotes.
E.g. .name = "ABC Co."}}