How to Create Formula

Owned by Ondřej Tesař
Nov 01, 2024
2 min read

Creating New Formula

  1. Navigate to Agreements & Promotions > Formula 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.

After the formula is approved, it can be used for the price calculation of an agreement.

Creating Formula Type

  1. In the Formula Designer, click the Add > Add Type button to open the Edit Types dialog.
    A draft “NewFormulaXX” is now created.
    Optionally, you can import an existing Formula Type in the JSON format (Add > Import).

    image-20240902-111839.png

  2. Build the type using blocks by following instructions described in the Formula Designer for Technical Users article.

  3. Once you have finished building and your formula type is valid (see the indicator next to the formula type’s title), activate the draft using the blue Activate button (top-right corner of the block editor).
    Your formula type is now displayed among the Active types. If you want to apply the type to the formula, click the Use in Formula button.

You can delete the formula type draft by clicking the three dots menu in the top-right corner and selecting Delete.

Edit Types Dialog

Description of the functionalities available in Edit Types dialog.

Types Tab

In the left sidebar, you can see all available formula types divided into two sections:

  • Active section: Displays all the active formula types that can be used in the formula. To use an active formula type in the formula, click the Use in Formula button (top-right corner).
    Formula Types in this section cannot be edited. To edit an active formula type, you can create a draft based on this type by selecting the desired active type and clicking the Duplicate as Draft button.

  • Drafts section: Lists all draft formula types that can be edited and are yet to be activated. If you want to activate a draft formula type, it must be valid – see the indicator next to the type’s title in the type editor (right main area).

A Formula Type can be exported to JSON via 3-dots menu (top-right corner) > Export.

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Data Lookups Tab

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.