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Formulas

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Validation type of formula allows you to create equations and formulas using data fields, constants, and operators. A validation type of Formula ALWAYS is displayed in a field type of Text Control.

To create or edit a formula for a field, choose Type --> Edit Formula. Formulas are created by combining any of the fields with operators and constants.



Operators

+    Add
-    Subtract
/   Divide
*    Multiply
&   Join - used to join constants together
( )   Group

Items

" "   Space
abc   Text
25.8   Number
Name   Field
   

Formula Syntax

Formulas are composed of items and operators that are combined into formulas. The order in which these elements may be combined is their syntax. The syntax is an item followed by an operator...followed by another item...followed by another operator...etc...

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For example, suppose you had the two data fields First Name and Last Name and wanted a formula to automatically create a Full Name field. The formula would be:

First Name & " " & Last Name

and is comprised of the following elements:

[Item]	[Operator]	[Item]	[Operator]	[Item]
First Name	&	" "	&	Last Name

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In another example, you might want to define a formula for the profit from a sale by subtracting the field Cost from the field Price as:
   Price - Cost
and is comprised of the following elements:

[Item]	[Operator]	[Item]
Price	-	Cost

Operators must be appropriate for the items that they act upon. For example, you could not divide two text fields:
   First Name / Last Name

You can date to a date field. For example if your company normally delivers broducts within 30 days after order reciept, you might want to calculate the must-deliver-by date as:
   Delivery Date + 30

Creating Formulas

Formulas are created by picking data fields and typing in constants or operators. To create the "profit" example above you would:

1.

Choose the "Price" field from the fields list

2.

Press the "-" key on the keyboard

3.

Choose the "Cost field" from the field list

   

Test Formula

Choosing Test Forumula checks the equation syntax and then uses randomly generated date to display results.

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***** Software On Sailboats Template Manager
***** Keywords: CRM software, contact management software
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