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Manage Formulas

Ariana Kemp
  • Updated

This topic will walk you through how to add a formula to a new or existing field.

Workflow Designer formulas enable you to build complex logic calculations directly into your workflow configurations. This reduces manual data entry in launch forms and gives legal teams confidence that the data in their contracts is calculated correctly.

For a walkthrough of example formulas and more information on supported Formula types, refer to the Formulas Help Center.

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Add a Formula

AddFormula.jpeg

  1. Click the Workflow Designer tab.
  2. Select the workflow you want to update.
  3. Click the Document tab.
  4. If you do not have an existing field that you want to add the formula to, create a new field.
  5. If there is an existing field that you want to add a formula to, select it in the Fields and Conditions panel. You can do this by clicking the three stacked dots, and then Edit Field.
  6. In the Fields and Conditions panel, click the plus sign located under the Formula section. The formula builder appears.
  7. Select the formula function you want to apply. Once you have selected the formulas you want to use, guided text displays to walk you through how to populate the field with the correct inputs.
  8. Click Done.

 

 

Formula Operators

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Workflow Designer’s formula builder supports the following operator notations:

  • Math
    • [a] + [b] → Add([a], [b])
    • [a] - [b] → Subtract([a], [b])
    • [a] * [b] → Multiply([a], [b])
    • [a] / [b] → Divide([a], [b])
  • Comparison
    • [a] > [b] → GreaterThan([a], [b])
    • [a] >= [b] → GreaterThanOrEquals([a], [b])
    • [a] < [b] → LessThan([a], [b])
    • [a] <= [b] → LessThanOrEquals([a], [b])
    • [a] == [b] → Equals([a], [b])
  • Logical
    • ​​​​​​​[a] and [b] → And([a], [b])
    • [a] or [b] → Or([a], [b])

 

 

Example Formulas

Multiply() and Add()

Use Case
You can calculate the Total Contract Value by multiplying the Hourly Rate with the Number of Hours and adding Add On 1 and Add On 2: Add(Multiply([HourlyRate], [NumberOfHours]), [AddOn1], [AddOn2])

RelativeDate()

Use Case
You can calculate Subscription Expiry Date by adding the Subscription Start Date and the Subscription Term Length (in months): RelativeDate([SubscriptionStartDate], [SubscriptionTermLength], “months”)

DateDiff()

Use Case
You can calculate Number of Contract Days between the Start Date and the End Date: DateDiff([StartDate], [EndDate])

For more information on formulas, refer to the Formulas Help Center.

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