Using custom formulas in process reports

Using custom formulas in process reports

Sometimes when designing a process report you need field to show the value of a calculation, a specific option or a combination of options. In order to do this you must use specific syntax so that the report engine understands what you want it to do.

To add a column that displays a specific option value

  1. Click the [ ] button. This will add a new item called [option] to the bottom of the list of fields.
  2. Double-click on the new field and replace the "option" with the name of the option you want to dispaly. For example to show the mount you would change [option] to [mount].

To add a column that displays a combination of options

  1. Perform the same steps as above to add a new option column.
  2. At the beginning of the field add a ~. This tells the report engine to treat the rest of the text in this field like a formula.
  3. Build your combination of options. Use + to combine options and insert text using the " character.

Important

When using the ~ the option names must be enclosed with the " character. For example - [Width] must be added as "[Width]". To combine width and height use the formula: ~"[Width]" + " x " + "[Height]"

To add the value of a calculation of non-option fields

  1. Click the = button. This will add a new item called =CCur(UnitPrice) to the bottom of the list of fields.
  2. Double-click on the new field and edit the formula as needed.

Note

  • Make sure the formula starts with the = character.
  • Text fields must be in the format CStr(field).
  • Numeric fields must be in the format CCur(field) for currency option or CLng(field) for whole numbers.

Important

  • You cannot use options and non-option fields in the same formula.

Other notes

  • You can only use formulas and options in the line items section of a report.

Applies To: 

  • SalesPRO Software

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