You can now publish a calculated field’s formula directly to a workflow from the Field Management page. This is useful when testing changes to the formula because it eliminates the need to wait for an entire workflow to publish beforehand.
To support this feature, the following drop down and button have been added to the Field Management page:
•The Workflow to Publish in drop down allows you to select the workflow to which the changes will be published.
•The Publish button allows you to publish the content of the Calculated Field Formula field to the selected workflow.
Notes: The purpose of this feature is to quickly publish changes to the Calculated Field Formula field. It should not be used to publish any other changes, as unexpected behavior can occur.
This feature can only be used for a field that has been included in a published workflow and is still part of that workflow.
This has been patched back into version 2.4.83.
− For details on publishing calculated field formulas, see the Publishing a Calculated Field’s Formula section.
Two functions have been created to change the case of letters within a string of text. They can be used to automatically convert all the letters to either upper or lower case. They are especially useful for case-sensitive lookups, where the letters in the search string must all be in upper or lower case.
UCase(p0)
Converts the letters in a string of text to upper case.
P0 (text): This identifies the text to be converted. This can be a placeholder, function, formula or literal value. Numbers and symbols can be included in the text and will be unaffected by the conversion.
Returns (text): Returns a string of text with all the letters in upper case.
eg.
If the value of p0 is “Policy”, the function returns “POLICY”.
If the value of p0 is “a1b2c”, the function returns “A1B2C”.
LCase(p0)
Converts the letters in a string of text to lower case.
P0 (text): This identifies the text to be converted. This can be a placeholder, function, formula or literal value. Numbers and symbols can be included in the text and will be unaffected by the conversion.
Returns (text): Returns a string of text with all the letters in lower case.
eg.
If the value of p0 is “POLICY”, the function returns “policy”.
If the value of p0 is “A1B2C”, the function returns “a1b2c”.
− For more details on functions and placeholders, see the Full Function Reference List section.
A new feature has been added to facilitate the sequential numbering of items. Custom numbers can now be made available to calculated field formulas that increment by 1 every time they are used. This is particularly useful when all transactions for a master cover need to coordinate the numbering of items by having shared access to a system-tracked incrementing number.
These numbers are configured by creating sequence number configurations on the new Master Cover - Sequence Numbers page. Each configuration includes the following two fields:
•The Test - Next Sequence Number field, which holds the next number to be used when the master cover is in test mode.
•The Live - Next Sequence Number field, which holds the next number to be used when the master cover is in live mode.
− For details on sequence number configurations, see the Creating a Sequence Number Configuration section.
To access the sequence numbers, a new function called GetAndIncrementSequenceNumber has been created. It takes the code of a sequence number configuration, returns the next number for the sequence, and then increments the number by 1.
− For details on using functions, see the Full Function Reference List section.
Several new functions are now available for use in calculated fields.
•The Trigger() function can be used to validate a trigger and return a boolean value (True or False). This is particularly useful to use a pre-existing trigger within an If/Then structure.
•Three new functions can be used to help identify the content of a field. IsNull() and IsNotNull() can be used to verify if there is currently a value in a specific field. The IsNumeric() function can determine if a value is a valid number.
•When dealing with fields in grids, the TakeFirst() and TakeLast() functions return the values from the first or last grid rows, respectively.
•Three new functions provide functionality for working with string values. The Length() function evaluates a string value and return the number of characters in that string. The Trim() function removes any leading or trailing spaces from a string, which can be useful for cleaning up data imported from external systems. The Mid() function looks at a string and returns a portion of the text, defined by the function parameters.
•The MapValue() function is a new conditional structure. This function is defined with a target field and a series of conditions and results. It evaluates the field value against each condition in sequence. When it finds a matching value in the field, it returns a specific result for that condition.
Additional documentation changes have been made to clarify the structure of the two types of If statement, If/Then or If().
− For details on these functions, see the Full Function Reference List section.