Use the Manage Formula Types window to create formula options you can select when creating child records and recording infant menus.
Add Formula Types
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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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Click Add Formula Type. The Add Formula Type pop-up opens.
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Click in the Formula Type box and enter the formula name.
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Click Save.
Edit Formula Types
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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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Click on the name of the formula type to edit. The Edit Formula pop-up page opens.
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Make any changes necessary.
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Click Save.
Delete Formula Types
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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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Click on the name of the formula type to be removed. The Edit Formula pop-up page opens.
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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.