Configuring a Formula field

Overview

You can create fields that are calculated instead of being entered by the user. These fields are called the formula fields. When you create a formula field, you have to specify the formula expression based on which the value for this field is calculated. You can also display the formula value in the Form / View or only in the View, based on your requirement. By default, the formula value will be displayed only in the view.

Depending on the output of the formula, the value held by a formula field could be numeric values, text values, dates, and durations. The formula evaluation is nothing but expression evaluation and is explained in detail in Expressions.

Steps in adding a formula field

1. Drag-n-drop the formula field type to the form editor area.
2. In the Adding '<Formula field name>' dialog, specify the label name of the formula field and the expression based on which the value for this field is calculated. For example, in the "Bill Paymwent" form, we will add a formula field named Amount to calculate the Sales Amount based on the field values Quantiy and Rate. So, in the expression area, we will specify the expression Quantity * Rate, where, Quantity and Rate are the field names. All the field names in the form are displayed below the expression area, for reference.
3. By default, the formula field value will be displayed when you access the view. Select the check box option Make the field visible in the Form to display the formula value in the Form and the View. This option can be used
4. Click Done to save the formula expression.
5. The formula field named "Amount" is added to the form, as shown below. To edit the formula expression at any point of time, move mouse over the Amount field and click on the Edit this field option.
6. If the option "Make the field visible in the Form" is selected,the Bill Payment Form will display the Amount field with value, when you access the form.
7. The formula field named Amount is displayed in the Sales View, as shown in the screen-shots below:

Sample Formula Expressions

1. To calculate the number of days between any two date fields, ServiceStartDate and ServiceEndDate

2. To calculate the average marks scored in three subjects, where, English, Maths and Science are the numeric field names.

3. To calculate the sum of all scores and display it as a percentage of total score, where score1, score2 and score3 are the numeric field names and round is a Deluge built-in function.

Conditional Expressions

In the following expression, when the boolean expression is true then variable is assigned with the value of expression1 else value of expression2 will be assigned

Example 1:

The following formula expression can be used to check for null values in numeric fields. If the value of a numeric field is null, the value 0 is assigned, else the value of the number field is assigned.

Example 2:

The following formula expression can be used to update the value of a field based on the value specified in another field. If the value of sales is greater than cost, the value "Profit" is assigned, else the value "Loss" is assigned.

Example 3:

The following formula expression can be used in the send mail task to send only those field values that are not null. This expression is used in the "Message" content of the send mail task. Here, Name and Email_1 are field names in the form.

For complex conditions,if statement can be used in the on add -> on success block of Form actions.