(ENG) Smartfield Type: Formula

Gewijzigd op Do, 19 Mrt om 12:17 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`
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", "")`
`CONCAT(value1, value2, …)`	Combines multiple texts or values into a single text.	IF({{FirstName}} != "", CONCAT({{FirstName}}, " ", {{LastName}}), "")

-> Option list choices cannot currently be used in formulas.

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

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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 CONCAT({{FirstName}}, " ", {{LastName}}) the values Jan and Jansen are combined into Jan Jansen.
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.