Calculation: The result of a formula is always calculated when the data set is saved. This means that if you have defined a formula for a field, the calculation result is not entered in a data record until you save the data record again
The formula for a field is entered in the administration . Click on the edit icon in the “Formula” column to open the formula editor. The formula input icon is only displayed for the allowed field types (number fields, checkboxes, text fields, and individual fields). If a formula is stored in a field, the formula symbol is displayed in the overview. To find out which formula is stored there, either click on the formula symbol or leave the mouse briefly over the symbol and the formula will be displayed as a mouseover
As soon as a formula has been entered and saved, a formula symbol appears next to the input field to indicate that a formula exists for this field.
Overview, delete, overwrite and order of calculation
If you click on the pencil icon in the column header, you get an overview of all formulas that have been created
The formulas of all categories of a module (addresses or properties) are displayed collectively.
In the overview, you can also delete formulas using the trash can icon. Formulas are deleted indirectly when you delete a field that is used in a formula. When you delete a field, a corresponding warning appears: “The field is used in formulas for the following fields: xyz When you delete the field, the formulas are also removed
If a value has already been defined in a field for which a formula has been defined, you can overwrite this value. You can make this setting using the editing pen next to the heading of the formula column. This can be specified for each individual formula. Fields that are overwritten are grayed out and cannot be edited.
By default, the setting for the system formulas is used.
In some cases, a calculated result is used in another formula. Then the order of calculation is important. As a general rule, system formulas are always calculated first, followed by the individually entered formulas in the order in which they appear in the overview list. You can change the order by making an entry in the “Pos” column.
Calculation – When to calculate Formulas
In order for formulas to calculate, some prerequisites must apply.
- For the calculation, all fields to be calculated must be activated in the administration.
- If fields are deactivated, but their values are still stored in the fields, these are not used for the calculation.
- Fields that are hidden by a field filter, whether formula or value, are used for calculation.
Recalculation as user right
The “Recalculation of formulas for all describable fields” right can be set in the user rights for addresses and properties . This allows the user to recalculate the results for the over writable fields in individual addresses or properties via the action bar