Formulas

A Formula is a Designer Element that allows for different computations in a mathematical format, similar to what is possible in Excel. Formulas have a dedicated Designer where they can be created and edited. After being saved a Formula can be used in a Flow through the Run Formula Step, or can be integrated into a Merge Text Field.

This feature eliminates the need to create complex Flows with mathematical steps to achieve business goals. Instead Formulas can be created and added into Flows via the Run Formula Step, or added into Rules.

Formula Designer is only available in v9.3+.

Formula Designer Features

The Formula Designer is accessible a number of ways. 

Method	Steps
Create a Rule	Under the Create a Rule menu, select EXPRESSION.  Then pick Formula and enter a name for the new Formula.
Within the Flow Designer	Drag the Run Formula step onto the Flow Designer canvas. In the top right corner press the Pick or Create Formula Button. Press CREATE NEW to open the Formula Designer.
Within the Rule Designer	When creating a Rule, look for the Declare option. The below example is within the Truth Table builder, but it is available for Statement Rules.
When Mapping	Go into the mapping editor, for example by pressing Edit Input Mapping when clicking a Step. Under the data type select Run Formula. Press the pencil icon that appears, then press PICK OR CREATE FORMULA.

Navigating the Formula Designer

The designer has three main windows. Their descriptions are below.

1. Configure Menu

Menu	Description	Screenshot
CONFIGURE	Users set the name of the new Formula and any input data here.
FUNCTIONS	Provides a list of each function available for building Formulas. Highlighting any function will pull up a description and example. Check the Function Glossary for the complete list.
UNIT TESTS	Unit tests in Formulas function exactly as they do elsewhere in the platform. For more information, read Running Unit Tests on a Flow.
INTEGRATIONS	Integrations in Formulas function exactly as they do elsewhere in the platform. For more information read About Integration. Only API Services are possible.

2. Formula Writer

Formulas are written in this box. Different Functions can be added through the Functions menu, or typed manually. Variables can also be edited directly on these fields. See this article for more on building Formulas.

3. Debugger

After a Formula is completed it can be tested in the Debugger. This works similarly to Debuggers in other designers. Fill in the inputs with any desired information then press the run button to get results.

Feature Changes