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Creating New Formula

  1. Navigate to Agreements & Promotions > Formula Formulas to open the Formula Library.

  2. Click the Create New Formula button.

  3. Enter a label for the formula you want to create and specify access rights (optional).

  4. Select the desired formula type from the Active Types drop-down menu. See the Creating a Formula Type section below if you want to create a formula type from scratch.

  5. Click the Submit button to save the formula and start the approval workflow.

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Contains lookups that can be used in the Formula Designer in the Types tab. For more details, see the Create Data Lookup section in the Formula Designer for Technical Users.