Adding Advanced Formulas

When designing the upper form, in the Elements Properties window, you can use the Advanced Formula option to set up your advanced formula. The option will be available for "Published" designs, as well.

Note: To reduce the design time, you can set a formula definition, and copy it on to other fields that have similar formula definitions.

You can add any type of formula in the Advanced Formula window.

In the Elements Properties window, select the data element that allows formula definition to open the Advanced Formula window for <Data Element Name> - <Data Element Label>. The data element name and label seen in the window title comes from the previous screen of Elements Properties window, where you selected a data element that can have a formula definition.

Design Example

To add a formula with delimiters, when you do not see the option of delimiters, you must add Delimiters as string constants.

Submittal number = Project # + " - " + Project Type + " - " + Submittal unique #

In this example, the various parameters that form the formula definition need to be separated by a hyphen. While designing the formula “ - ”will have to be added. At runtime: Submittal number = San Jose Recreation Park - New Construction - SUB009

Data Elements in the Formula Definition Window

The formula definition window will have the following attributes:

Note: When you save the formula definition, Unifier checks to ensure that there is no circular referencing.

String Data Elements	Numeric Data Elements	Date Data Elements
The list will be alphabetically sorted. The list of all the string type fields that exist in the current form will be displayed. This list will include the following: String Pull Down type fields Multiple Text Lines fields Text Box fields Radio Buttons fields Multi-Select Input fields The list will exclude the following: The data element for which the formula is being defined	The list will be alphabetically sorted. The list of all the numeric data types that exist in the current form will be displayed. This list will include the following: Numeric Amount fields such as Decimal Amount, Integer Amount, and Currency Amount Checkbox type fields Integer Radio button type fields Integer Pull Down type fields The list will exclude the following: BP creators All types of Pickers including Data Pickers and Fields of Rich Text Field type The data element for which the formula is being defined	The list of all the date fields that exist in the current form will be displayed. The list will be alphabetically sorted. The list will exclude the following: The data element for which the formula is being defined

String Data Elements

Numeric Data Elements

Date Data Elements

The list will be alphabetically sorted. The list of all the string type fields that exist in the current form will be displayed.

This list will include the following:

String Pull Down type fields
Multiple Text Lines fields
Text Box fields
Radio Buttons fields
Multi-Select Input fields

The list will exclude the following:

The data element for which the formula is being defined

The list will be alphabetically sorted. The list of all the numeric data types that exist in the current form will be displayed.

This list will include the following:

Numeric Amount fields such as Decimal Amount, Integer Amount, and Currency Amount
Checkbox type fields
Integer Radio button type fields
Integer Pull Down type fields

The list will exclude the following:

BP creators
All types of Pickers including Data Pickers and Fields of Rich Text Field type
The data element for which the formula is being defined

The list of all the date fields that exist in the current form will be displayed. The list will be alphabetically sorted.

The list will exclude the following:

The data element for which the formula is being defined

Additional Information

Unifier does not allow linked elements and summary elements to be a part of the formula definition.
The Type-ahead and list features are supported in all the data elements fields.
Each function will have a tooltip that will enable you to understand what the function entails.
The fields are classified based on the type of function.
- String Functions
- Numeric Functions
- Date Functions
The functions fields will list all the functions available to be defined. See Functions and Available Formats for additional details on the functions.

Last Published Monday, June 3, 2024