Template formulas in BigChange allow you to customise your templates by performing calculations, formatting data, and manipulating dates. This article will explain what template formulas are, how to use them, and provide examples to help you get started.
Navigating to Template Formulas
- Select the Accounts settings icon in the top menu.
- Select Settings.
- In the Quick Links menu, select Templates.
- Select the Insert Keyword button.
- Navigate to the Miscellaneous tab.
- Under the Miscellaneous section, select Formula.
Types of Template Formulas
Conditional Formulas
Conditional formulas allow you to display data based on specific conditions. This is useful for creating templates that adapt to different scenarios.
Creating a Conditional Formula
- Give your formula a name.
- Add a condition
- Expression 1 - Select a keyword
- Comparison type drop down list
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= The answer is equal to <> Greater than or less than (not equal to) > Is Greater than > Is greater than or equal to < Is less than <= Is less than or equal to |
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- Expression 2 - Select a keyword
- Apply the formula to the field within your template.
Example
You could create a formula that will display the text 'OVERDUE' on an invoice or email when the current date is greater than the due date.
Format Formulas
Format formulas allow you to specify the preferred format of a particular field. This is useful for ensuring consistency across different regions or departments.
Example
You could format a date field to display as "DD/MM/YYYY" for UK-based templates and "MM/DD/YYYY" for US-based templates.
Date Operation Formulas
Date operation formulas enable you to manipulate date fields by adding or subtracting days, months, or years. This is useful for creating dynamic dates based on other date fields.
Example
You could create a formula that displays a date 3 days prior to the Contract start date, indicating when stock should be available in your warehouse.
Using Tables for Formulas
Formulas created within text boxes in Microsoft Word will not function properly. Instead, use a table to place your formulas. This ensures that the formulas are correctly interpreted and executed by BigChange.
Conclusion
Template formulas in BigChange provide powerful tools for customising your templates. By using format, date operation, and conditional formulas, you can create dynamic and region-specific documents. Remember to use tables instead of text boxes in Microsoft Word to ensure your formulas function properly. For further assistance, refer to the BigChange Help Centre or contact support.
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