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Reviewing the Components of the Formula Editor

The Formula Editor is the window that is used to build a calculation or a concatenation for a Profile Rule. The formula created is designed to auto-populate a field in an  additional form or a field in the Company, Contract, or Project Profile screen. The calculation or concatenation formula is built using existing fields in a Profile screen or an additional form, along with operators, symbols, and static text and values.

  Concatenation is the action of linking field values together in a series and displaying this string of information in another field in a Company, Contract, or Project Profile screen, or in a field in an additional form that has been captured in a Company, Contract, or Project Profile.

The Formula Editor is available when creating a Profile Rule for a default or additional field in the Company, Contract, or Project Profile screen, or a Profile Rule for a Contract Additional FormCompany Additional Form, or Project Additional Form.

Formula Editor Window

In the example below, the Formula Editor window is accessed from the Profile Rule Edit screen for a Project Profile. However, the window can also be accessed from the Profile Rule Edit screen for a Company or Contract Profile, or an additional form that has been created for a Company, Contract, or Project Profile.

A

Navigation Toolbar

Click on Admin to display a menu of your administrator functions, and click on Profile Rules to display the Profile Rules Admin screen.

Note: If the Profile Rules link is not in your Admin menu, you do not have the permissions to use this feature.

B

Project Profile link

Click to display the Profile Rules Edit screen where you can add, edit, or delete a profile rule for a Project Profile.

Note: You can also access the Formula Editor window from a Profile Rule for a Company, Contract or Project Profile, as well as a rule for any of the additional forms linked to a Company, Contract, or Project  Profile.

C

Profile Rule record

Click on any profile rule to select it and display its Condition and Action fields.

Note: If there are no profile rules present, click the Add Rule button and add a profile rule.

D

Condition record

View the condition(s) for the profile rule. A Profile Rule can be created with more than one condition, or without any conditions.

Note: A condition can be defined by selecting the Add Condition button.

E

Add Action button

Click to add a new action record to the Profile Rule.

F

Action Type list

Select Calculate Field in the list.

G

Field list

Select the field that you want Novatus Contracts to calculate or concatenate. In this example, the Project Estimated Cost field is being calculated.

H

Value field

Click in the field to display the Formula Editor window.

Formula Editor Operators and Symbols for a Calculation

The Formula Editor window is used to build your calculation for the field selected in the Field list in the Profile Rules Edit screen (Step G).

The operators and symbols typically used to build a calculation are:

  • Standard Math operators:

+ symbol is used to add field values

- symbol is used to subtract field values

* symbol is used to multiply field values

/ symbol is used to divide field values

  • Parenthesis, which serve as precedence identifiers. In the example above, the formula requires the addition of the three fields contained in parenthesis (i.e., Number of Team Members in DEV, CS, and QA) before any other calculations are performed.
  • Static values, which can be applied to the formula to add, subtract, multiply, or divide the named value in the formula. In the example above .02 is multiplied by the end result of the calculation to apply a 2% discount to the project cost.

Formula Editor Symbols for a Concatenation

The Formula Editor window is used to build a concatenation for the field selected in the Field list in the Profile Rules Edit screen (Step G) by linking together related fields in the additional form or profile screen. In the example below, which deals with an additional company form, an internal coding sequence is set up by linking three fields to identify the company's type (e.g., customer, vendor, distributor), its S&P rating, and the year in which the company entered into a contract with your company.

The operators and symbols typically used to build a concatenation are:

  • || - Pipe symbol, which denotes a linking between fields. This symbol is produced by holding down the Shift key on your keyboard and depressing the backslash ( \ ) key twice. All fields in the equation must be encased by the Pipe symbol, except the last field, which requires a leading, but no trailing Pipe symbol.
  • ' ' - single quotation marks, which are used to encase and identify any static information in the linked information, such as dashes (–) between information in the string. In the example above, the dashes between the fields are encased in single quotes (i.e., '–') as well as the prefix for the coding string (i.e., 'INT-').
  • Static values, which can be added anywhere in the concatenation to provide clarifying information. In the example above, the prefix 'INT-' is added to the Formula Editor to identify the coding as internal coding and the prefix is encased in single quotation marks. Dashes ( '–' ) are used between the fields to separate the information and are also encased in single quotation marks.