Creating Formula Variables

 

CollectMax gives users the ability to create additional document variables for amounts and dates using existing document variables in the computation.

Some examples follow:

Valid formula operators are:

+  Addition

-  Subtraction

/  Division

*  Multiplication


Note: Formula variables may be included in other formula variables. All variables in a formula must be of the same type (character, date or numeric.) Parentheses for complex formulas are supported and may be required for a variable to reach the correct result.

Each document must have the formula variable set up from within the document.


Converted Dos Users: Formula variables are the equivalent to the Result Variables in the DOS program.

 Creating a Formula Variable

To create a formula variable, you must be editing the document in your word processor.

Go to , then .

Select your document and pick .

If using Microsoft Word, select from the task bar. If using Corel WordPerfect, select JST VAR from the task bar.

Select the button, then .

In the Properties section of the screen, next to Name type in a short name (code) for the formula you are creating. Name it something that means something to you, but it cannot contain any special characters or spaces, or be over 15 characters (good name example: PRINFEES). This will be listed in on the document variable list.

In Prompt, type in a longer description for the result (for example: DPrin + DFees).  This item will appear in the variable list for selection and on the preview document screen.

Next to Insert Variable, use the  list to select one of the variables you need in the formula. When you click on it, it should be copied to the next line labeled Formula. Or you can just type in the variable next to Formula. Repeat process for all variables you need in the formula.


Hint: To Format Dates, you must use dates that are represented in Digits. If using Letter Date, you must select the variable LDATED-Letter Date Digits from the list. If using Judgment Date, you must select JMTDATED-Judgment Dt Digits.

On the Formula line, insert the result operators (+ - / * ) between the variables. For example: DPRIN+DFEES.  See Commonly Used Formula Variables for more examples.

In the Characteristics section, you must select Character, Numeric or Date. Numeric relates to dollar amounts, Date is for date fields, Character would be anything else.

Fill in a maximum Length for the variable. If using a numeric type, you may need to fill in Decimals with 2.

Leave the Output Format section blank or set to none.

Click on the button, then the button to return to your document. The new variable is now available for insertion in your document where you need it to print.

Click on the JST End button to save your document.

See How to Use Masking in Variables