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Functions and Formulas

Functions in ProcessPlan provide flexibility and allow you to do things like perform mathematical equations, hide process fields, modify text, and much more. Each Formula has its own format and parameters, but they all follow the same initial syntax.

  • Each function must begin with an equals sign =

  • Immediately following the equal sign comes the name of the function in ALL CAPS

    • =CALC
  • Open a parenthesis and enter the parameters. Make sure to close the parenthesis.

    • =CALC(Value 1 + Value 2)
  • When a function takes more than one parameter, separate the parameters with a semicolon ;

    • =FUNCTION(Param1; Param2)

Field tokens let you use process data inside a formula. A field token looks like [[Field: Name (Type)]] and is replaced with the field’s value when the formula runs. Use the Insert Field Token button when editing a formula to insert one, for example:

=CALC([[Field: Total (Number)]] / 2)

Every function has its own page in this section with its syntax, parameters, and examples.