Using Formula Types for Templates

Formula types allow you to further customise the templates you are creating, for example using Format and Date Operation.

Formulas created within text boxes in Microsoft Word will not function properly. Instead of placing a formula inside a text box, you can use a table.

• Navigate to:[Top menu]Profile (icon) → Admin Settings → [Quick links menu] Templates → [Button] Insert Keyword → [tab] Miscellaneous → [Section] Miscellaneous → Formula 

Format allows you to decide the preferred format of a specific field. For example, you could create duplicate Templates using region-specific ways of expressing the date:

Date operation allows you to use any Keyword date field, eg Current date, Due date, Invoice date, to create a new date or time to display, depending on your selection from the available options:

For example, you could create a formula that displays a date 3 days prior to the Contract start date, by which time all agreed stock would be available in your warehouse:

When using Conditions in a formula, please note the following key to the mathematical symbols:

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