Formula

The Formula property in Inistate enables dynamic calculations, function execution, and logic management based on workflow properties, streamlining processes and improving automation and accuracy.

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

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