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Profile Rule Formulas Overview

A Profile Rule can include a formula that is applied to a field in an additional form or a field in the Company, Contract, or Project Profile screen, resulting in the automatic population of the field. A formula is typically comprised of one or more of the default and/or additional fields in a Company, Contract, or Project Profile screen that are combined with math operators (+, –, * , and /) in order to calculate the value of a related field in the profile screen. A formula can also be created to calculate and auto-populate a field in an additional form captured in a Company, Contract, or Project Profile using one or more of the related fields in the form.

A second use of the Formula feature in a Profile Rule is to concatenate, or link, the fields in an additional form or the fields in the Company, Contract, or Project Profile screen, and then display these linked fields as a string of characters in another field in the additional form or profile screen.

In creating a Profile Rule formula, the formula is set up as an action, and this action is carried out by Novatus through the population of a field in a Profile screen or an additional form. For example, you can set up a Profile Rule Formula that auto-populates the Project Cost field in a Project Profile when a user populates the Number of Man-Hours and the Cost Per Man-Hour fields by setting up a formula that makes the Project Cost = Number of Man-Hours * Cost Per Man-Hour. The formula may be contingent upon a condition, as defined in the Profile Rule, which must be met before Novatus applies the formula to the field. In addition, the fields used in the Profile Rule Formula must be mandatory in order to capture the data necessary to correctly calculate or concatenate the targeted field.

In creating a formula for a Profile Rule, the following topics apply: