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)

Using Process Data in Formulas

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)

When a Formula Can’t Be Saved

ProcessPlan checks a formula when you save it. If it finds one of these problems, it shows Formula Not Saved with the reason and doesn’t save your change:

• A parenthesis is never closed. For example, =IF(=EQUALS(Status; Done); Yes; No has no closing ) for =IF(.

• The function doesn’t exist. For example, =LOOKUPTABLE( instead of =TABLELOOKUP(. This applies to a field’s formulas only.

• The parentheses are nested more than 20 deep. Split a formula like that into smaller formulas in separate fields.

The check covers a field’s formulas (its default value, validation, hide and background color formulas), the text in an AI Employee’s steps, and an automated action’s settings. AI Employee steps and action settings can still hold spreadsheet functions, such as =SUMIFS(, that an AI Employee types into another application. A formula saved earlier is checked the next time you change it. If an AI Employee step still holds one of these broken formulas when it runs, the step stops with the reason in the job log instead of typing or saving half a formula.

Learning Each Function

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