Table of Contents
The Formula Fields are advanced fields that can be added to a Form Template.
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Before setting up your Formula Field
When adding a Formula Field to a Form Template, the following information may be important:
- What is the result?
(This is the Name of the Field) - Is this result only needed when something else happens? (Check the box for Hidden.)
- Is this result only needed when a form is in a certain status? (Set the Form Status.)
- Is this result only for certain teams or zones?
(Set the User Zone.)
Setup
The Formula field has four methods of operation.
Normal - Total Hours - Rate - Rate Allowance Amount.
- Name: The name of the calculated result.
- Label: The system identifier - this is used when setting up Hide/Show rules for fields and for Normal Operation calculations.
- Position: The order your field display.
- Hidden: Hides the field when the form is created. Used with Show/Hide Rules.
- Prefill: Enabled by default - only disable this at the suggestion of Prestartr Support.
- Form Statuses: Determines if the field will display based on the status of the form.
- User Zones: Determines if the field will display based on selected User Zones.
Normal Operation function like a traditional formula - ((X + Y)Z)). It uses the Label text to point to the right numbers.
Total Hours requires the use of Date Time fields and Duration fields to produce a total sum.
Rate and Rate Allowance both use Date Time and a Sales Service combo box field to produce their calculation.
Contact Prestartr Support for assistance with these fields.
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Before setting up your Dependant Field
When adding a Dependant Field to a Form Template, the following information is important:
Dependant fields are only used with the Work Order Task Combo Box field.
It has two properties available:
Estimated Duration and Remaining Estimated. Duration.
A Dependant Field is an advanced field in Prestartr - please contact support for assistance with implementing one into a form template.