Configure a Formula on an eForm

Video: Configure Math Calculations on an eForm

Video: eForm Builder Interface

Examples

• (Example) Create a Formula to Calculate the Total Hours Requested for the Create Absence Request eForm
• (Example) Configure the Request ID Formula Control for the Create Absence Request eForm
• Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.

How to Start

1. On the Application Explorer screen, do one of these:
   • Open an eForm.
   • Create an eForm in a Process.
2. Do one of these:
   • Add a Formula control:
     1. On the eForm Builder screen, in the Toolbox, open the Advanced Controls tab.
     2. On the Advanced Controls tab, drag a Formula form control onto your eForm.
   • Change a Formula control:
     1. On your eForm, click the control, and click Edit .
3. Complete the fields as necessary.
4. On the eForm Builder screen, click the Formula form control, and click Formula .

Procedure

1. On the Formula Builder screen, in the Fields/Tokens list, select the form control to create a formula.
2. In the Operators list, select the operator to compare the values in your logical expression.

   Field Name	Definition
   Operator	Function: Specifies the operator to use in the formula. Accepted Values: + - * / % <= < >= > != = && || Default Value: None Example: Refer to: The videos on this page

3. (Optional) In the Keywords field, select the keyword to use in your formula.

   Field Name

   Definition

   Keywords

   Function: Shows the list of keywords to use in the formula to show specific values on the eForm. Accepted Values: randomstring - Let's you use a random alphanumeric string on the eForm which can be used to validate the form user. now - Let's you use the current day in the formula. days - Let's you use the current day as a number. For example, Sunday is 0, Monday is 1 and so on. months - Let's you use the month in the formula. years- Let's you use the year in the formula. Default Value: randomstring now days months years

4. In the Function field, select the function to use in your formula.

   Field Name

   Definition

   Function

   Function: Shows the list of functions to use in the formula to do specific actions on the eForm. Accepted Values: datediff - Gets the difference in hours, minutes, seconds, days, weeks, or months between two dates. sum - Gives the sum of a group of numbers. dow - Gets the number of week days from a specified date. instr - Searches a string for a substring using characters and returns the position in the string that is the first character of a specified occurrence of the substring. lowerstr - Changes the capital letters of a specified string expression to small letters. upperstr - Changes the small letters of a specified string expression to capital letters. substr - Gives the characters in a string that starts at the specified location, and ends at the specified number of characters. if - Specifies an if condition. decimal - Gives a number in decimal format. Default Value: None Example: Refer to: The videos on this page

5. Click Insert to add the function into the formula.
6. To make sure the formula is correct, click Validate.