User Manual

01.13.2026

MANUAL

Manage Table: Formulas (Default)

## Overview "Formulas (Default)" is a feature that performs **arithmetic operations** on data entered in 「Numeric value」 items. Automatic calculations are performed based on the configured formula when the screen display is updated and when records are added, changed, or deleted. ### Key Points for Creating Formulas (Default) 1. In "Formulas (Default)", you can use [Name displayed](/en/manual/table-management-label-text), "Item name", "Column name", numbers, arithmetic operators (+, -, \*, /), and parentheses. 1. Please enter spaces before and after operators. 1. Using "Formulas (Extended)" or "Server Script" enables calculations with functions and date calculations. ## Prerequisites 1. Site management permission is required to configure formulas. ## Operation Procedure This procedure explains how to configure automatic calculation of the "Subtotal" item when data is entered in the "Unit price" and "Quantity" items. 1. Select "Manage" → "Manage table" from the navigation menu. 1. Open the "Editor" tab and enable three "Numeric value" items. Change the "Name displayed" to "UnitPrice", "Quantity", and "Subtotal" respectively. After making changes, click the "Update" button in the command button area. ![image](https://pleasanter.org/binaries/040bcb026aac476ab5d960a26f7c60d4) 1. Open the "Formulas" tab and click the "New" button. ![image](https://pleasanter.org/binaries/785ddb123f5a47bc99e17e8ae792a71d) 1. Select "Default" for "Calculation method". Select "Subtotal" for "Target". Enter "UnitPrice \* Quantity" in "Formula". After entering, click the "Add" button. ``` Unit price * Quantity ``` ![image](https://pleasanter.org/binaries/9320b7c3b95e48e4ab1edbf03d45513b) 1. If the following screen is displayed, the configuration was successful. Click the "Update" button in the command button area. ![image](https://pleasanter.org/binaries/38e967928f0246eb80fea19d2dc4020a) 1. In the record edit screen, enter "UnitPrice" and "Quantity", then click the "Create" button. ![image](https://pleasanter.org/binaries/d70b08f39e1c405eaa5a1ec67de0d488) 1. The formula is automatically processed when you press the "Create" or "Update" button, and the calculation result is entered in the Subtotal item. ![image](https://pleasanter.org/binaries/3cae852b2b7145e6b5140bcc1656da87) ## Applying Formulas to Existing Records or Modifying Existing Formulas When you newly configure formulas for existing records or update existing formulas, check the target formula in the "Formulas List" and click the "Synchronize" button to recalculate. ![image](https://pleasanter.org/binaries/ec697763ecf0429bab9caec67c979238) ## When Name displayed of Calculation Target Contains Parentheses For example, if you are using a display name that includes parentheses such as "ConsumptionTax(10%)", specify the "Column name" such as NumA. An error will occur if you specify an item with parentheses in the "Name displayed". ![image](https://pleasanter.org/binaries/160d3101b6754a8695761a793021a12f) In that case, specify using the column name as shown below. ![image](https://pleasanter.org/binaries/ede4996bc3ab4448995145b55c7ce46d) In the formulas list, it will be displayed replaced with the Name displayed. ![image](https://pleasanter.org/binaries/2d5e1fb72d2d47c2a4602891857ad85e) ## Formulas Output log When formulas do not work as intended, Output log can be helpful. Here, we will explain using the example of log output when calculating "GrossProfit = Sales - TotalPurchaseCost". 1. Prepare three items as follows: |Item name|Column name|Name displayed|Role| |:--|:--|:--|:--| |Num A|NumA|GrossProfit|Store calculation result| |Num B|NumB|Sales|Enter calculation target| |Num C|NumC|TotalPurchaseCost|Enter calculation target| 1. Open the "Formulas" tab and configure the formula as shown in the table below: |Calculation method|Target|Formulas| |:--|:--|:--| |Default|GrossProfit|Sales - TotalPurchaseCost| 1. Check "Output log". 1. Click the "Update" button in the command button area. 1. Open the web browser's "Developer Tools" and open the "Console". 1. Open the new record creation screen, enter the values below for "Sales" and "TotalPurchaseCost", and click the "Create" button. |Sales|TotalPurchaseCost| |--:|--:| |1000000|500000| 1. When you click the "Update" button in the command button area, a log like the following will be output to the "Console". ### Formatted Log When formatted, you can see that three objects are output. ```json formulaSet: { "CalculationMethod": "Default", "Target": "NumA", "Formula": { "OperatorType": 0, "Children":[ {"ColumnName": "NumB", "OperatorType": 0}, {"ColumnName": "NumC", "OperatorType": 2} ] }, "Id":1 } formulaSource: { "NumA": 500000.0000, "NumB": 1000000.0000, "NumC": 500000.0000 } formulaResult: { "NumA": 500000 } ``` ## How to Read the Log Details of the three objects are as follows: | JSON Object | Meaning | | :------------ | :-------------------------------------------- | | formulaSet | Formula configuration | | formulaSource | Value of each column subject to calculation | | formulaResult | Calculation result | Details of the formulaSet object are as follows: | formulaSet Object Value | Meaning | | :---------------------- | :-------------------------------------------------------------------------------- | | Target | Target item | | Formula | Formula | | Children | Calculation content | | OperatorType | Operator (0: None, 1: Addition, 2: Subtraction, 3: Multiplication, 4: Division) | | ColumnName | Column name | | Id | Formula ID | ## Related Information <div id="ManualList"><ul><li><a href="/en/manual/table-management-label-text">Table Management: Editor: Item Detail Settings: Display Name</a><span>08.13.2024 up</span></li></ul></article></div><input id="SearchTextHidden" type="hidden" value="" />
TOP