Example of Writing a Fast Formula Using Expression Editor

In this example, you create a fast formula that groups executive workers for reporting and processing. All executive workers are in department EXECT_10000.

After you create the formula, you need to add it to the object groupparameters, so that only the workers that belong to the EXECT_10000 department are used in processing.

Here are the key decisions when deciding on which formula to create.

Key Decisions

In This Example

Is the formula for a specific legislative data group?

Yes, InVision

What is the formula type for this formula?

Payroll Relationship Group

Creating a Fast Formula Using the Expression Editor

  1. On the Home page, click the Fast Formulas quick action under the My Client Groups tab.

  2. Click Create.

  3. Complete these fields:

    Fields for Fast Formula

    Values for Fast Formula

    Formula Name

    Executive Payroll Relationship Group

    Type

    Payroll Relationship Group

    Description

    Executive Workers

    Legislative Data Group

    Vision LDG

    Effective As-of Date

    1-Jan-2010

    Type of Editor

    Expression Builder

    Note: For more complex conditions to create a group, you can select Text. However, after you save the formula, you can't change the type of editor.
  4. Click Continue.

  5. In the Formula Details section, click Add After to add a row and complete these fields:

    Conjunction

    Database Item Name

    Data Type

    Operand

    Literal Value

    None applicable

    DEPARTMENT

    Character

    =

    'EXECT_10000'

    And

    SELECT_EMP

    Character

    =

    'YES'

  6. Click Compile.

  7. Click Save.