SINGLE_FOR_FORMULA

Need calculations, summations, averages, … and you do not want to add Formula fields in Salesforce. Use the SINGLE_FOR_FORMULA

1. Initial Setup #

Before configuring formulas, complete the basic setup:

1. Create a Doc Config.
   
2. Create the required Data Sources.
   

   

3. Open the PDF Butler Editor.
4. Add the Data Sources to the configuration.
5. Upload your document template.
   

2. Using the Formula Editor #

Enable Form Fields #

1. Go to Doc Config Metadata.
2. Enable Form Fields.
   

Create a Formula Config Type #

1. Click Add Config Type.
2. Select SINGLE_FOR_FORMULA as the type.
3. Set the Format Type to Currency.
4. Define the field to be formatted.
5. Enter the Merge Field (e.g., TotalOppAmount).
6. Click Open Formula Editor.
   

Build the Formula #

1. In the Formula Editor, drag and drop:
   • Data sources
   • Fields required for the calculation
2. Define your formula logic using the selected fields.
   
3. Click Save to Server.

Validate the Formula #

1. Navigate to the related record (e.g., Account or Opportunity).
2. Generate the document.
3. Verify that the calculated value is displayed correctly.
   

3. Creating Formulas in Table Rows #

To apply formulas within a table structure:

1. Create a Config Type of type Table Row.
2. Add a Child Config Type.
3. Select SINGLE_FOR_FORMULA as the type.
4. Open the Formula Editor.
5. Define:
   • Fields to be used
   • Mathematical calculation logic
     
     
6. Save the configuration.
7. Generate the document to validate the result.