Word composer element: Formula

Last updated Feb 26 2019

The formula element resembles the Formula field in Salesforce - it allows you to create a custom field by combining SF field with strings of text, or another field.

To add a Formula to your document all you have to do is:
* Make sure you have at least one field in the document before trying to add a formula.
1- Press on the ‘Insert / edit formula’ option.
2- Choose the object and then the field you would like to base the formula on.
For example: Account > account type
3- Choose the operation: Sum / Subtract / Multiply / Divide.
The ‘Sum’ option may be used for numeric calculations as well as for string concats.
The other options are designed for numeric values.
We will choose for example: Sum
4- Choose the value you would like to add to the chosen field: Object / True / False / Other.
Object - will allow you to add a field value.
True / False - will let you add a boolean value.
Other - will allow you to specify a string of text that will be added.
We will choose for example: Other and type: - Approved

5- Press on 'Save'.
6- The result will look like this on canvas
:



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