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  • Addition (+)

  • Subtraction (-)

  • Multiplication (*)

  • Division (/)

  • Equality (==)

  • Inequality (!=)

  • Less than (<)

  • Greater than (>)

  • Less than or equal to (<=)

  • Greater than or equal to (>=)

  • Logical AND (&&)

  • Logical OR (||) (jump to example)

  • Logical NOT (!)

  • Ternary Operator ( ? )

Operands

Operands are the values or expressions that operators act upon. They can be numbers, strings, dates, or references to other cells or fields.

Functions

Functions are built-in routines that perform specific tasks, such as calculations, data manipulation, and text processing. They can take arguments (inputs) and return values (outputs).

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Performing Null Checks

Null checks ensure that formulas handle missing or empty values appropriately. Common functions for null checks include:

  • ISNULL(): Checks if a value is null.

  • ISBLANK(): Checks if a value is null or an empty string.

  • COALESCE(): Replaces a null value with a specified alternative value.

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Formula Building Techniques

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Performing Null Checks

Null checks ensure that formulas handle missing or empty values appropriately. Common functions for null checks include:

  • ISNULL(): Checks if a value is null.

  • ISBLANK(): Checks if a value is null or an empty string.

  • COALESCE(): Replaces a null value with a specified alternative value.

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Using the select() Function to Select Values Based on Cases

Select() Function Syntax

The select() function is used to select a value from a set of possible values based on a given case. It takes three arguments:

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  • ROUND(): Rounds a number to the nearest specified number of decimal places.

  • ROUNDUP(): Rounds a number up to the nearest specified number of decimal places.

  • ROUNDDOWN(): Rounds a number down to the nearest specified number of decimal placesdecimal places.

Contact Phone Property Access

Access contact phone-related properties using the new array properties: phoneNumber, phoneType, and phoneExtension. You can now access these properties directly without using array notation.

For example, instead of CONTACT.phoneNumber[0], you can use CONTACT.phoneNumber or first(CONTACT.phoneNumber).

To display a "home" phone number, use the following formula:

Code Block
lookup(`CONTACT`.phoneType=='Home', `CONTACT`.phoneNumber) 

The phones property is deprecated. Replace any references to phones with phoneNumber, phoneType, or phoneExtension in your formulas.

Formatting Dates

Date formats control how dates are displayed. The FORMAT() function enables formatting dates according to various styles.

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Question

Formula

Display when answer = Blue (The text selection is case sensitive)

Code Block
`SECT_D:D_COLOR`=="Blue"

Display when answer > 10 (num function converts the value to a number)

Code Block
num(`SECT_D:D_NUM`)>10

Display when answer = Yes

Code Block
`SECT_D:D_YN`=="Yes"

Display when answer = A Or D

Anchor
||
||

Code Block
`SECT_A:LTR_SINGLE`=='A'||`SECT_A:LTR_SINGLE`=='D'

Display when Question 1 = M OR Question 2 = X

Code Block
contains(`SECT_C:MULTI_MULTI_LTR_A`,'M')|| 
contains(`SECT_C:MULTI_MULTI_LTR_B`,'X')

Display when sum of Question 1 and Question 2 > 100 (num function converts the value to a number)

Code Block
sum(num(`SECT_E:E_VAL1`)+num(`SECT_E:E_VAL2`))>100

Display when the count of items >= 3

Code Block
count(`SECT_E:E_LTR_CNT`)>=3

Display when the text contains the word “show” (toLowerCase converts the text to all lower case and then in this example compares to the lower case value “show”)

Code Block
countcontains(toLowerCase(`SECT_E:E_LTR_CNT`)>=3TXT_CONTAIN`),"show")

Display when the text contains does not contain the word “show” (toLowerCase converts the text to all lower case and then in this example compares to the lower case value “show”)

Code Block
!(contains(toLowerCase(`SECT_E:E_TXT_CONTAIN`),"show"))

Display when checkbox is checked

Code Block
`CHECKBOX_NAME` == 1 

Display when checkbox is not checked

Code Block
`CHECKBOX_NAME` == 0

Advance Conditional Formula Examples

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