Manage Formula Types

Use the Manage Formula Types window to create formula options you can select when creating child records and recording infant menus.

Add Formula Types

  1. From the menu to the left, click Administration.

  2. Select Manage Formula Types. The Manage Formula Types page opens.

  3. Click Add Formula Type. The Add Formula Type pop-up opens.

  4. Click in the Formula Type box and enter the formula name.

  5. Click Save.

 


Edit Formula Types

  1. From the menu to the left, click Administration.

  2. Select Manage Formula Types. The Manage Formula Types page opens.

  3. Click on the name of the formula type to edit.  The Edit Formula pop-up page opens.

  4. Make any changes necessary.

  5. Click Save.

 


Delete Formula Types

  1. From the menu to the left, click Administration.

  2. Select Manage Formula Types. The Manage Formula Types page opens.

  3. Click on the name of the formula type to be removed.  The Edit Formula pop-up page opens.

  4. Click Delete.

Ensure that you have selected the correct formula type to remove. There is no confirmation message, and the formula type is removed immediately.