Manage Formula Types

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

  1. Click the Tools menu and select Manage Formula Types. The Manage Formula Types window opens.
  2. To add a formula type:
    1. Click Add. An empty row displays.
    2. Click the row that was added and type the name of the formula.
    3. Click Save.
    4. Click OK at the Save Success message.
  3. To change a formula type:
    1. Click the line to change.
    2. Enter the new formula name over the existing name.
    3. Click Save.
    4. Click OK at the Save Success message.
  4. To delete a formula type:
    1. Click the line to remove.
    2. Click Delete.
      Note: Ensure that you have selected the correct formula type to remove. There is no confirmation message, and the formula type is removed immediately.
    3. Click OK at the Delete Success message.