Use the Manage Formula Types window to create formula options you can select when creating child records and recording infant menus.
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From the menu to the left, click Administration.
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Select Manage Formula Types. The Manage Formula Types page opens.
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To add a formula type:
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Click Add Formula Type. The Add Formula Type pop-up opens.
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Click the Formula Type box and enter the formula name.
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Click Save.
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To edit a formula type:
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Click the type to edit. The Edit formula Type pop-up opens.
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Update the name, as needed.
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Click Save.
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To delete a formula type:
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Click the type to remove. The Edit Formula Type pop-up opens.
Note: Ensure that you have selected the correct formula type to remove. There is no confirmation message, and the formula type is removed immediately.
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Click Delete.
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