🎯 Objective
In this article, you will learn how to configure formulas in contract templates, allowing you to perform automatic calculations such as balance and item consumption. This functionality brings more efficiency and standardization to contract creation!
This article contains the following sections:
🆕 What are formulas in templates?
Formulas in templates allow you to perform automatic calculations directly within contract models. With this, you can parameterize operations such as contract balance or item consumption. These calculations will be replicated in all documents generated from the template.
Main use cases:
- Parameterize the calculation of the contract balance based on the total contract value and the consumed value.
- Parameterize the calculation of item consumption in the contract, using the formula:
total contracted items - quantity of consumed items
This new feature reduces configuration time and increases the standardization of contracts on the platform, paving the way for more complex formulas in the future.
⚙️ How to configure formulas and templates?
1. Within a template, access a number-type property.
2. Click on the formula option with properties.
3. Select the available columns for the calculation. Only columns from the same table can be used.
Example: to calculate the contract balance, select the total contracted value and subtract the total consumed.
📌 Tip: Upon completion, an "fx" icon will appear in the cell, indicating that the formula was successfully applied. All documents generated from this template will automatically apply the formula.
After generating the document, the calculations will automatically update if the base values are changed.
❓ Frequently asked questions
1. Is it possible to create formulas with properties other than numbers, like dates and lists?
For now, formulas are only available for number-type properties.
2. What operations are possible?
The formula field accepts simple arithmetic operations such as addition, subtraction, multiplication, and division.
3. Which properties can be used in the formula?
The formula builder shows all available properties for operations, meaning those from the same table where you are inserting the formula.
With formulas in templates, your contracts become more dynamic and standardized, saving time and reducing errors in manual calculations! 🔢
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