Newbie Questions

Re: Using "IF' and "OR" in a formula for a calculated field

Aspo28 — Tue, 03 Feb 2015 21:49:04 GMT

Thanks Bre and snturner for leading me in the right direction. I finally got this working with the use of Rules! Works like a charm. Part of my issue was that the fields were calculated fields - which don't work with Rules as needed (I didn't know that at first). Converting these fields to Text type fields allowed me to add the right Rules to get it working as needed. Thanks again!

Re: Using "IF' and "OR" in a formula for a calculated field

snturner — Wed, 28 Jan 2015 17:21:29 GMT

I beleive what Bre is refering to is a rule that would refigure the calculation when any of the other fields are changed. You want to make sure a rule is on each field that preforms the calculation so if a user needs to change one of the fields after the calculation has already been completed, it is recalculated.

A button that does the calculation would also work but would only work if the user clicks it.

Re: Using "IF' and "OR" in a formula for a calculated field

Aspo28 — Tue, 27 Jan 2015 13:25:36 GMT

Thank you Bre for your quick reply. I apologize for the delay in responding. I am still trying to work through this. What kind of rule would I place on each field? Thanks again!

Re: Using "IF' and "OR" in a formula for a calculated field

Bre Huston — Fri, 23 Jan 2015 21:54:15 GMT

Hello Aspo28,

Thanks for your question. Formulas can be tricky in InfoPath but once you get the hang of it you'll be on your way! In this instance you would want a rule copied to each field tat is changed or a button to calculate the value. The reason being is that conditions cannot be applied to a default value.

The first part would be part of the condition for your action rule. Then you would want this formula to fire to calculate for != to CUR1 or CUR 2 to get the normal value. On the second part bould be a formula similar to this:

substring-before((field2*field3*field4), ".")

Hope that helps!

Bre

Using "IF' and "OR" in a formula for a calculated field

Aspo28 — Fri, 23 Jan 2015 19:59:30 GMT

I am fairly new to InfoPath and to this forum so please forgive me if this has already been asked and answered.

I am in need of some help as it pertains to formulas. I have a dropdown field labeled "Currency". Users pick a currency (field1) and provide amount of shares of stock to buy (field2). Field 3 is the stock price which is hardcoded in the form and field 4 is an exchange rate that the user provides. I have a simple calculated field: field2 * field3 * field4. This works fine. No issues.

However, I now need to take into consideration the selected currency. Specifically, if a particular currency (only 2 out of the entire list) is selected, the calculation must round the answer to the nearest whole number. In Excel, such a formula would look like this:

=IF(OR(field1="CUR1",field1="CUR2"),ROUND(field2*field3*field4),field2*field3*field4)

Unfortunately, I am really struggling "translating" this into the appropriate syntax InfoPath expects. Any guidance would be GREATLY appreciated!

Thanks in advance!