How to build formulas in a workflow

This article will show you how to build a formula in your workflow.

Before we get started

Take note

You can only build a formula in a workflow if you are an "owner" or "admin" of the organization.
You can only build a formula in a workflow via the web portal.
A Form and Workflow are needed to build a formula in your workflow.
To be able to choose an input variable for your formula, a Fill a Form node is needed with a form containing a field.
Formula functions can be found at the top of the formula tab under "functions documentation".

Building a formula in a workflow

Step 1: Sign in to the Capptions Direct web portal

Step 2: Select an organization

Click on the drop-down arrow in the top left-hand corner and select the organization you would like to add a Target Line to your graph to.

Step 3: Click on Templates

You will immediately land on the form template listing page.

Step 4: Click on the Workflow tab

Click on the Workflow tab to create and edit Workflows in your organization.

Step 5: Click on the Edit menu (3 Dots) on the right side of the workflow

If you do not have a workflow yet, see our article on making your first workflow.
If you already have a workflow:

5.1 Navigate to your workflow.
5.2 Click on the edit menu (3 Dots) on the right side of the workflow to edit your workflow.

Step 6: Add a Formulas & KPI's node

If your workflow is empty or does not contain the preferred nodes. Please follow our Article on how to build a workflow.
If your workflow already contains preferred nodes, like fill a form or generate a report, you can add a Formulas & KPI's node by:

6.1 Right-clicking somewhere on the grey work space
6.2 Then scrolling down to Conditions and formulas and choosing Formulas & KPI's.

Step 7: Connect the Formulas & KPI's node to the correct nodes

Now connect the Formulas & KPI's node to the correct form(s) for input variables by:

7.1 Clicking on the colored circles.
7.2 And dragging them to the corresponding colour on the fill a form node.

Step 8: Setup Formulas & KPI's node

Click on Edit Formulas on the Formulas & KPI's node to reveal the node inputs and formulas.
Now add an input variable by:

8.1 Clicking on the plus icon.
8.2 Assigning it to the correct form field.
8.3 Then adding a formula by clicking on the plus icon and entering your formula in the right textbox.

Step 9: Validate your formula

Now validate whether you formula is functional by clicking on the validate button under the formula sheet

Step 10: Click exit to save your changes

Click exit at the bottom right of the formula tab to save the changes you have made and exit the tab.

And that's how easy it is!

We hope this article is helpful in building a formula within your workflow. if you have any questions or concerns, please do not hesitate to contact our customers support team at support@capptions.direct

Thank you for choosing Capptions Direct as your EHS Management Software, We look forward to helping you make your workplace safer and more efficient!