Use the IF function through 4 how-to topics, all available without membership; choose a topic from the index and follow the steps to complete it.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Create a formula field and use IF | Free |
| 2 | 2. Check the IF parameter format | Free |
| 3 | 3. Write an IF example formula | Free |
| 4 | 4. Review results and automatic refresh | Free |
How-to Guide
1. Create a formula field and use IF
Entry path: Add Field → Formula
- Click Add Field on the toolbar.
- Select Formula as the field type.
- Enter a formula that includes IF in the formula editor.
- Fill in the condition and return values as needed.
- Click Confirm to save the formula and display the result in the field.
Success Criteria
- Interface result: A new formula field appears in the table.
- Next action available: You can continue editing the formula and reviewing the result.
Tips While Using
- Common mistake: You cannot enter an IF formula directly before creating a formula field.
- Environment note: You need permission to edit fields in the current multidimensional table.
2. Check the IF parameter format
Entry path: Formula Editor → Function Library → IF
- Open the formula editor.
- Find IF in the function library.
- Review the parameter format shown for the function.
- Enter the logical condition and return values in that order.
Success Criteria
- Interface result: You can see the IF function name and parameter structure.
- Next action available: You can continue entering the full formula in the correct format.
Tips While Using
- Common mistake: If the parameter order is wrong, the result may not match your expectation.
3. Write an IF example formula
Entry path: Formula Field → Edit Formula
- Select an existing formula field or create a new one.
- Enter an example IF formula.
- Check whether the referenced fields and condition expression are correct.
- Save the formula and review the returned result.
Success Criteria
- Interface result: The formula field shows a calculated text or numeric result.
- Next action available: You can adjust the condition and calculate again.
Tips While Using
- Common mistake: If the referenced field type does not match the condition, the formula may return an error.
4. Review results and automatic refresh
Entry path: Edit source record values
- Change a record value that is referenced by the IF formula.
- Return to the formula field result.
- Confirm that the result updates when the source data changes.
Success Criteria
- Interface result: The formula field result refreshes after the record changes.
- Next action available: You can continue maintaining data and observing result changes.
Tips While Using
- Common mistake: If the formula format itself is incorrect, changing source data will not produce the expected result.