Help

Save the date! Join us on October 16 for our Product Ops launch event. Register here.

Re: Formula for input or calculation depending on checkbox

73 0
cancel
Showing results for 
Search instead for 
Did you mean: 
Scott_Brasted
7 - App Architect
7 - App Architect
{Rate (from Contract LU)}/{Frequency (from Contract LU)}

Rate is a currency field and Frequency is a number field. Both reside in the Contract LU table.

I have been using the above simple formula in invoicing successfully for quite a while. I recently had to create a pro rated  invoice for the first time, so I could not use the formula as is.

My approach at the moment is to create a checkbox field for pro rated invoices if it is pro rated. To use it I need to be able to write a formula that allows me to enter a pro rated amount if the pro rated checkbox is checked or to allow the original formula to continue if it is not checked.

First, is this the best way to do this? Second, how do I write the new beginning of the formula to allow an input.

Many thanks in advance.

Scott

1 Reply 1

Hello,

You could try something like that:

Pascal_Gallais_0-1727180342262.png

Formula for field "Amount" is:

Pascal_Gallais_1-1727180431979.png

Hence if "Pro rated" is checked, field "Pro rate" is the numerator, otherwise field "rate" is the numerator.

You could also do without the check box, and have a condition on "pro rate" value being provided or not:

Pascal_Gallais_2-1727180661443.png

Regards,

Pascal