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2.15.3-formula-table-rules

2.15.3 Formula Table Rules​

Formula table rules are suitable for complex calculation scenarios, addressing issues such as result summation, condition matching, and nested function calculations.

2.15.3.1 Formula Table Application Examples​

For example, in the case of business travel expense reimbursement, different financial specialists will review and approve based on the reimbursement type and amount:

  • If the reimbursement type is "special expenses" and the amount is ≤5,000, it will be approved by XXX.
  • If the reimbursement type is "special expenses" and the amount is ≥5,000, it must be approved by YYY.

2.15.3.2 Operation​

Create Rule - Edit Basic Information: Input the rule name, rule code; select the category.

Create Rule – Input Parameter Information: a) Configure settings parameters and response parameters based on business requirements. b) If the parameter type is "selection item," a data source must be set in settings.

Create Rule - Configure Formula Rules: a) Value settings: Call function - Logical function - Conditional selection. b) Condition Settings: Select "Expression" and input the conditional judgment formula on the settings page. c) Result Setting: Select "Fixed Value" – "Personnel" and specify the approver. d) Based on the above steps, complete the setup for Condition 2. e) Set default approvers to return default results when Condition 1 and Condition 2 are not satisfied.

2.15.3.3 Achieved Effect​

  • If the reimbursement type is "special expenses" and the amount is ≤5,000, it will be approved by XXX.
  • If the reimbursement type is "special expenses" and the amount is ≥5,000, it must be approved by YYY.