Add Formula

Adding a formula involves defining its key components and setting it up to perform specific calculations in response to user interactions or triggers. Here’s how you can add a new formula:

Steps to Add a Formula

1. Navigate to the Formulas Section

   • Click on the Business Rules icon in the Primary Navigation Bar.

   • Click on the Formulas sub-module icon in the Primary Navigation Bar.

   • The Formulas section will open, displaying the list of existing formulas in the Secondary Left Panel on the left side.

2. Initiate Formula Creation

   • Click the + icon at the top of the Secondary Left Panel. This action opens the New Formula drawer.

3. Enter Formula Details

   • Name

     • Enter a unique name for the formula.

     • Validation Rules

       • The name must be unique.

       • The name length should be between 2 and 100 characters.

       • The name cannot be empty, include special characters, or spaces, or start with a numeric character.

   • Description (Optional)

     • Provide a brief description of the formula.

     • Validation Rules

       • The description length should be between 0 and 400 characters.

4. Submit the Formula

   • Click the Submit button to create the formula.

   • The new formula will be added to the list in the Secondary Left Panel.