Formula Columns
- Anne Krieg
- Phu Nguyen (Unlicensed)
Introduction
Formula columns complement the calculation options in appero quote, as they allow you to reference content from different columns, calculate a value from it and display it in a separate column. However, they have no influence on the actual quote calculation. Please note that only Salesforce users who are members of the public group "QuoteAdmin" are allowed to customize formulas in appero quote.
Configuration
Document options
You can configure up to two individual formula columns in appero quote. To do this, show the "xcolumn1" and "xcolumn2" columns in the global column settings at the top of the quote as required. Set the column to visible, if desired, and position it at the desired order.
In the menu item "Label & Orientation" you can then give the columns a label that matches the formula.
The content of the formula columns is set up in the Admin Settings - Calculation.
On the one hand, the desired calculation is stored in the field “Formula of xColumn1” or “Formula of xColumn2” (Setup text: formularXColumn1, formularXColumn2), on the other hand, the output format is stored in the field “Format of xColumn1” or “Format of xColumn2” (Setup text: formularXColumn1Formatter, formularXColumn2Formatter), alternatively as
Currency
Number
Integer
Percent
Text
Calculation logic
Calculations are currently not supported for formula columns of type text.
The formula is created using variables at the level of the quotation item. All the columns are available, analogous to the variables at the product level, as well as the following operators:
Operator | Funktion |
|---|---|
+ | Addition |
Subtraktion | |
* | Multiplikation |
/ | Division |
In addition to the variables, numbers can also be used in the formulas. Please pay attention to "American notation" and use the dot as decimal separator!
Please use the system names (API-Name) given here to create a formula, not the label you have individually assigned to a column.
As with the merge fields, the variables in the formula columns area are displayed in curly brackets.
Display in the editor
In the quote editor, the formula column is displayed at the defined position in the product detail dialog and in the quote document:
As usual with formula fields, the formula column is also calculated automatically and cannot be overwritten manually (recognizable by the gray background of the cell). The consistency of your quotation calculation is thus guaranteed.
Feature: xcolumns on Product
By default, appero quote comes with two custom text fields on Product2 sf42_quotefx__SF42_xColumn1__c and sf42_quotefx__SF42_xColumn2__c. If you assign a value to them on the product record and show the corresponding xcolumn in the quote editor, the field values will be taken over when inserting the product.
Please make sure for this configuration that the setting "Formula of xColumn1" or “Formula of xColumn2” (formularXColumn1/2) in the admin area is empty and the "Format of xColumn1" or “Format of xColumn2“ (formularXColumn1Formatter) is set to Text.