> For the complete documentation index, see [llms.txt](https://inistate.gitbook.io/home/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://inistate.gitbook.io/home/advanced/formula.md).

# Formula

### Overview

The following outlines the key formula expressions available on the platform:

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1. **`CURRENT USER`**\
   Returns the name of the currently logged-in user. Useful for tracking user actions, such as who updated a record or submitted a form.
2. **`TODAY`**\
   Provides the current date without the time component. It automatically populates date fields, saving time and ensuring accuracy in tasks or logs.
3. **`NOW`**\
   Returns both the current date and time. Ideal for timestamping events or tracking real-time actions.
4. **`if ... else ...`**\
   Enables conditional logic, returning different values based on whether a condition is true or false. It’s used for decision-making within formulas.
5. **`or`**\
   Evaluates multiple conditions, returning true if at least one is true. Useful when any one condition can trigger an action.
6. **`and`**\
   Evaluates multiple conditions, returning true only if all conditions are true. Ensures that all criteria are met for actions like approvals.
7. **`sum (list / table)`**\
   Calculates the total of values in a list or table. Helps automate the summing of sales, expenses, or scores.
8. **`Row Auto Number` (Only for From Table Formula)**\
   Automatically assigns a serial number to rows in a table, helping organize and index data without manual entry.

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### Expression Usage

Below is a detailed overview of how each formula expression is utilized, with practical coding examples and specific use cases to guide implementation in workflows:

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<table><thead><tr><th width="212">Expression</th><th>Example</th><th>Use Case</th></tr></thead><tbody><tr><td>CURRENT USER</td><td>CURRENT USER</td><td>Identifying who submitted or updated a specific record.</td></tr><tr><td>TODAY</td><td>TODAY</td><td>Automatically populating date fields for tasks or logs.</td></tr><tr><td>NOW</td><td>NOW</td><td>Adding a real-time timestamp to events or actions.</td></tr><tr><td>if... else...</td><td>if Form's Calculation 2's Test Case Code .ToString() is "" else ( Form's Calculation 2's Unit Price * Form's Calculation 2's QTY)</td><td>Test if the formula returns <code>""</code> when Test Case Code is empty or calculates Unit Price × QTY in Calculation 2 otherwise.</td></tr><tr><td>or</td><td>Form's Platform or Form's Module</td><td>Test whether the formula correctly returns true if either the <code>Platform</code> <strong>or</strong> <code>Module</code> field has a valid value.</td></tr><tr><td>and</td><td>filter(Form's Table's Yes No and Form's Table's Attachment )</td><td>Test whether the formula successfully filters table rows based on two conditions: <code>Yes No</code> must be <code>Yes</code>, <strong>and</strong> <code>Attachment</code> must not be empty.</td></tr><tr><td>sum (list / table)</td><td>sum(#Form's Table's Number2)</td><td>Test whether the formula correctly calculates the <strong>sum</strong> of numeric values in the <code>Number2</code> column of a table.</td></tr><tr><td>Row Auto Number</td><td>Row Auto Number</td><td>Automatically assigning serial numbers to table rows.</td></tr></tbody></table>

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