(ENG) Smartfield Type: Formula

Gewijzigd op Ma, 19 Jan om 2:12 PM

With the smart field type Formula, you can automatically calculate or adjust values based on other smart fields. This is useful for calculations, logic, and simple automation within documents. A formula can use text, number, and date smart fields and makes it possible to edit or combine existing data without having to adjust it manually.

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In this guide

Built-in operators (Built-ins)

Functions in Smart field formulas

Set up a Smart field Formula

Examples of Smart field formulas

In this guide, we use the curly brackets {{ }} to indicate that something is a smart field. You therefore do not need to add these when creating a smart field formula.

Built-in operators (Built-ins)

Type	Operator	Example
Calculation	`+ - * /`	`{{Prijs}} * 1.21`
Text	`+`	`"Document " + {{Naam}}`
Compare	`== > >= < <=`	`{{Leeftijd}} >= 18`
Logic	`and / &&`	`{{A}} > 0 && {{B}} > 0`
	`or / \|\|`	`{{Land}} == "NL" \|\| {{Land}} == "BE"`
	`not / !`	`!{{Actief}}`
Boolean	`true / false`	`IF(true, "Yes", "No")`

Functions in Smart field formulas

Function	Description	Example
IF(condition, value_if_true, value_if_false)	Returns the first value if the condition is true, otherwise the second value.	`IF(Aantal > 0, "Yes", "No") returns Yes if the amount is greater than 0.`
OR(condition1, condition2, …)	Returns true if one of the conditions is true.	`OR(true, false)` → `true`
NOT(condition)	Inverts the value of a condition.	`NOT(true)` → `false`
MAX(value1, value2, …)	Returns the highest value.	`MAX({{Score1}}, {{Score2}})`
MIN(value1, value2, …)	Returns the lowest value.	`MIN({{PrijsA}}, {{PrijsB}})`
SUM(value1, value2, …)	Adds multiple values together.	`SUM({{Prijs}}, {{BTW}})`
ROUND(value, [decimals])	Rounds a number.	`ROUND({{Bedrag}}, 2)`
ROUNDDOWN(value, [decimals])	Rounds a number down.	`ROUNDDOWN({{Bedrag}}, 0)`
ROUNDUP(value, [decimals])	Rounds a number up.	`ROUNDUP({{Bedrag}}, 0)`
SQRT(value)	Calculates the square root of a number.	`SQRT({{Oppervlakte}})`
LEFT(text, number)	Takes the first characters of a text.	`LEFT({{Postcode}}, 4)`
RIGHT(text, number)	Takes the last characters of a text.	`RIGHT({{IBAN}}, 4)`
MID(text, start, number)	Takes a part from the middle of a text.	`MID({{Kenmerk}}, 2, 3)`
SUBSTITUTE(text, search, replace)	Replaces text with other text.	`SUBSTITUTE({{Email}}, "@bedrijf.nl", "")`

Set up a Smart field Formula

For example, you want to automatically display text in a document based on a value. For example, if the number of participants is greater than 10, you show "Large group". Otherwise, you show "Small group".

Step 1: Create Smart fields

First, create the following smart fields:

aantalDeelnemers → type Number
Groepstype → type Formula

Step 2: Enter the formula

Open the smart field Groepstype (type Formula) and enter the following formula.

e.g.: IF({{aantalDeelnemers}} > 10, "Large group", "Small group")

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Step 3: Place Smart fields in the template

Place both smart fields in the template

Number of participants: {{AantalDeelnemers}}
Group type: {{Groepstype}}

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Step 4: Enter the value in the document

In the document, enter the value for AantalDeelnemers.

e.g.: 12

Result in the document

The formula is calculated automatically.

Number of participants: 12 → Group type: Large group

Number of participants: 8 → Group type: Small group

Screenshot

Examples of Smart field formulas

With IF(Aantal > 0 && Status = "Approved", "Yes", "No"), Yes is only shown if both conditions are met.
With Amount × 0,21, VAT of 21 is calculated automatically for an amount of 100.
With Amount + (Amount × 0,21), the total 121 is calculated for an amount of 100.
With First name + " " + Last name, the values Jan and Jansen are combined into Jan Jansen.
With IF(Country is NL or BE, "Benelux", "Abroad") the result is Benelux for NL, and Abroad for DE.
With ROUND(Total amount, 2), the value 123,456 is rounded to 123,46.
With IF(Score ≥ 6, 1, 0) a score of 7 returns 1, and a score of 5 returns 0.
With ROUNDUP(Amount, 0), an amount is always rounded up.
With SUBSTITUTE(Email, "@bedrijf.nl", "") the username is extracted from an email address.
With SUM(Price1, Price2, Price3), multiple amounts are automatically added together.
With End date + 30, an end date is automatically calculated that is 30 days after the start date.