Skip to main content
Mitratech Success Center

Client Support Center

Need help? Click a product group below to select your application and get access to knowledge articles, webinars, training content, and release notes or to contact our support team.

Authorized users - log in to create a ticket, view tickets status and check your success plan details.

 

Formulas

Add strings or basic mathematical values in fields and leverage these operands to either perform mathematical equations or concatenate string operands. This tutorial shows the difference between the three.

The Formula form field property lets you define the content of a field based on specific logical operations performed on one or more other text fields. Text or Area Text fields can be used as operands in formulas. Each field is defined as either a String operand or a Number operand, as follows:

  • Fields with a validation type of 'Numeric' or 'Numeric decimal' are defined as Number operands.
  • Fields with validation types other than 'Numeric' or 'Numeric decimal' are defined as String operands.

Supported Operations for String Operands

  • Concatenation
  • Conversion
  • Case Statement
  • Regular Expression Parsing
  • String Length
  • Date to String
  • String Replace - Upper/Lower Case

Supported Operations for Numerical Operands

  • Addition
  • Subtraction
  • Multiplication
  • Division
  • Conversion
  • Case Statement
  • Random Integer

Supported Date Field Formulas

  • Add Days
  • Add Hours
  • Add Months
  • Add Years
  • Date Difference

 

Formula Examples

Only 'Text' and 'Area' fields are allowed as operands in formulas expressions.

Each 'Text' field can be defined as String (by default) or Number operand.

Fields with validation types 'Numeric' and 'Numeric decimal' will be defined as  Number operands.

Fields with other validation types will be defined as String operands

 

Allowed operations for Strings.

Operations

Operators

Samples

Concatenation

+

@FORMelement1+@FORMelement2+'  senior manager.'

When element1 = 'John', element2 = 'Smith'. Result will be: 

'JohnSmith senior manager.'

Note: If you need add some constant text to formula expression, add this text with single quotas.

If you need add quota, you should add escape character before it: @FORMelement1+'employee\'s'

Conversion

convert

convert(@FORMelement1, 'Int32') + 10

Result will be integer number

 

convert(@FORMelement1, 'Decimal') 

Result will be decimal number

 

convert(@FORMelement1, 'DateTime')

Result will be DateTime

 

convert('08/16/2017', 'DateTime')

Result will be DateTime

Case statement

case

case 

  when @FORMelement1='NYC' then 'New York' 

  when @FORMelement1='DC' then 'Washington, D.C' 

  else @FORMelement1 

  else ' '

end + ' the best city.'

when element1='NYC' result will be 'New York the best city.'

when element1='DC' result will be 'Washington, D.C the best city.'

when element1='Denver' result will be 'Denver the best city.'

 

Allowed operations with 'when' statement:

  • '=' - equal 

  • '<>' - not equal

Regular Expression Parsing

RegExExtract

RegExExtract(@FORMelement1,'\-(.*?)\-')

If the value entered into FORMelement1 = '123-456-789' the result will be 456

Note: The form element must be the first argument to the function and the single quotes are necessary around the regular expression

For assistance building and testing regular expressions: https://regexr.com/

Isdefault() Isdefault()

case

when isDefault(@FORMelement1)

then 'Not Filled'

else FORMElement1 + ' ' + FORMElement2

end

If a  form consists of two fields, First Name (FORMElement1) and Last Name (FORMelement2)  and we want to create a third field that gets set to First Name + Last Name if first name is having a value otherwise  it will display value Not Filled only.

When element1=' '  and element2= ' New York' result will be

 

'Not Filled'

When element1='New' and element2='York' 

result will be 'New York'

String Length StringLength()

StringLength(@FormElement1)

When a word is entered, the number of strings in the word is displayed.

Change Date to String DateToString()

DateToString(@FORMelement1,'dd MMMM yyyy')

Date format can be selected from the date picker options.

If the date entered is 02/02/2023, the result will be '02 February 2023'.

Replace String  StringReplace()

StringReplace(@FORMelement1,'Test','New-Test')

In form element 1, the string 'Test' will be replaced with 'New-Test' and displayed. Even if a prefix or suffix is added, the string is displayed along with it.

To Upper case ToUpper()

ToUpper(@FORMelement1)

The text entered in the field will be displayed in uppercase.

To Lower case ToLower()

ToLower(@FORMelement1)

The text entered in the field will be displayed in lowercase.

Allowed operations for Numbers.

Operations

Operators

Samples

Addition

+

@FORMelement1+@FORMelement2

When element1 = '1', element2 = '2'. Result will be: '3' 

Subtraction

-

@FORMelement1-@FORMelement2

When element1 = '3', element2 = '2'. Result will be: '1'

Multiplication

*

@FORMelement1*@FORMelement2

When element1 = '3', element2 = '2'. Result will be: '6'

Division

/

@FORMelement1/@FORMelement2

When element1 = '6', element2 = '2'. Result will be: '3'.

Note: You will get infinity '∞' in case of division by 0

Conversion

convert

convert(@FORMelement1+@FORMelement2, 'string') +'  Dalmatians'

When element1 = '100', element2 = '1'. Result will be: '101 Dalmatians'.

Case statement

case

case 

  when @FORMelement1/@FORMelement2 <= 0 then 0

  when @FORMelement1/@FORMelement2 >= 100 then 100

  else @FORMelement1/@FORMelement2

end

when elemen1=1, elemen1=-2 result will be 0

when elemen1=1000, elemen1=2 result will be 100

when elemen1=100, elemen1=2 result will be 50

 

Allowed operations with 'when' statement:

  • '>' - more

  • '>=' - more or equal

  • '<' - less

  • '<=' less or equal

  • '=' - equal 

  • '<>' - not equal

Random Integer integers

IntRandInt

RandInt(@FORMelement48,FORMelement45)

Displays a random integer between two numbers entered.

 

Date Field Formulas

Operations

Operators

Samples

Add Days

AddDays(DateField,Days)

AddDays(@FORMelement4,2)

Adds 2 days to the date entered in Formelement4

Add Hours AddHours(DateField,Hours)

AddHours(@FORMelement4,2)

Adds 2 Hours to the date entered in Formelement4

Add Months AddMonths(DateField,Months)

AddMonths(@FORMelement4,2)

Adds 2 Months to the date entered in Formelement4

Add Years AddYears(DateField,Years)

AddYears(@FORMelement4,2)

Adds 2 Years to the date entered in Formelement4

Date Difference
(Must be Done in Text Field)

DateDifference(StartDate,EndDate,IncludeWeekends)

DateDifference(@FORMelement4,@FORMelement3,'yes'
Subtracts two date fields and includes weekends in the final count.

Date Difference with Excluded Date
(Must be Done in Text Field)
DateDifference(StartDate,EndDate,IncludeWeekends, Excluded Date)

DateDiffWithExcludedDate(@FORMelement39,@FORMelement38,

@Formelement42,@FORMelement40)

Subtracts two date fields, includes weekends, and excludes a date in the final count.

Date Time Now DateTimeNow

AddHours(DateTimeNow(), @FORMelement61

Takes the current time and adds some hours to it. It can be used to add hours, days, months, and years.

  • Was this article helpful?