Formulas in Workflow Designer

Formulas in Workflow Designer

Build calculations directly into your workflow configurations

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About this Feature Roundup

When you complete this course, you will be able to:

    • Explain how formulas are used in Ironclad and how they can save you time
    • Describe how formulas work and how to create them
    • Identify errors within formulas and troubleshoot them
    • Find resources to use formulas more effectively

Time Commitment: 35 Minutes

Audience: Ironclad Admins, Implementation Teams

Suggested prerequisites: Prepare to Design a Workflow, Build a User-Friendly Launch Form

 

Can this be calculated for me?

Think about all of the repeatable processes you go through in the process of creating a contract. How many of them could be done automatically? When it comes to dates, numbers and currency, and even text outputs, you can use formulas to take a lot of the manual work out of contracts, service agreements, and more, Workflow Designer Formulas allows you to build calculations directly into your workflow configurations. This both simplifies the user experience by reducing manual data entry in Launch Forms and gives legal teams confidence that the data in their contracts is calculated correctly every time. Formulas allows users to build logic and calculations into their contracts from within Workflow Designer.

This course was last updated on 09/09/2022

Curriculum35 min

  • Formulas in Workflow Designer
  • Formulas in Workflow Designer
  • Formula Overview
  • Constructing a Formula
  • Basic Formula Example 3 min
  • Commonly Used Formulas
  • Formula Maintenance
  • Testing a Formula
  • Preventing Errors in Your Formulas
  • Use the IfExists feature to calculate values for conditional or optional fields 4 min
  • Troubleshooting a Formula
  • Wrapping it Up
  • Course Feedback
  • What's Next

About this Feature Roundup

When you complete this course, you will be able to:

    • Explain how formulas are used in Ironclad and how they can save you time
    • Describe how formulas work and how to create them
    • Identify errors within formulas and troubleshoot them
    • Find resources to use formulas more effectively

Time Commitment: 35 Minutes

Audience: Ironclad Admins, Implementation Teams

Suggested prerequisites: Prepare to Design a Workflow, Build a User-Friendly Launch Form

 

Can this be calculated for me?

Think about all of the repeatable processes you go through in the process of creating a contract. How many of them could be done automatically? When it comes to dates, numbers and currency, and even text outputs, you can use formulas to take a lot of the manual work out of contracts, service agreements, and more, Workflow Designer Formulas allows you to build calculations directly into your workflow configurations. This both simplifies the user experience by reducing manual data entry in Launch Forms and gives legal teams confidence that the data in their contracts is calculated correctly every time. Formulas allows users to build logic and calculations into their contracts from within Workflow Designer.

This course was last updated on 09/09/2022

Curriculum35 min

  • Formulas in Workflow Designer
  • Formulas in Workflow Designer
  • Formula Overview
  • Constructing a Formula
  • Basic Formula Example 3 min
  • Commonly Used Formulas
  • Formula Maintenance
  • Testing a Formula
  • Preventing Errors in Your Formulas
  • Use the IfExists feature to calculate values for conditional or optional fields 4 min
  • Troubleshooting a Formula
  • Wrapping it Up
  • Course Feedback
  • What's Next

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