Formula Builder

The Formula Builder lets you interactively define a Formula Expression.

Example

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 [Check Syntax] button was clicked, to ensure validity.

How the Formula Builder Works

1. ExpressionBuilder

Considerations

• To compare to a string, use single quotes: 'ABC Co.'
• The return value of the expression must match the return value selected for the formula. (The [Check Syntax] button verifies that it does.)
• To return a text string, the value returned should be a field of type Text (related_to_customer.name), or a literal string enclose in single quotes ('sample'
• To return a Boolean, use an IF expression that returns true or false:

IF(related_to_Customer.customer_name = 'ABC Co.', true, false)