About Formulas

Once you have created your Formula Templates, you can begin to add Formulas. The Formulas provide values for the parameters you set up in your Formula Templates. After you have created your Formulas, you can assign and download them to Equipment or use them to create a Recipe by assigning them to a Recipe Template.

Formulas can have one of three states: Draft, Approved or Obsolete. You cannot delete a Formula. If a Formula is no longer in use, you can set its state to Obsolete.

When you click Formulas from the Main menu, the summary page appears. By default, the Summary page shows the Tile view, and the tiles contain the following information about existing Formulas:

• Name

• State

• Formula Template name

• Number of parameters

• User who has it checked out (if applicable)

• Upgrade icon (if applicable)

• Keywords (if applicable): The Keywords icon displays a list of Keywords available for the selected entity when you move the mouse over the Keywords icon. In the case of Grid view, a separate column Keywords displays the lists of Keywords available for the selected entity. The Keywords appear in the order in which their individual positions are assigned in the Keywords page.

  NOTE: Use setting (Use Not Allowed) appears next to State if the Use settings of the Formula is updated to Not Allowed.

The total number of existing Formulas appear at the bottom of the Formulas summary page unless you have used filters to limit the Formulas displayed. If filters have been applied, the filter icon shows at the bottom of the page. For more information, see Filtering.

NOTE: The total count of formulas does not include the obsolete formulas.

Click the Grid View icon to view the Summary page in the Grid view format.

You can click the tiles (in the Tile view) or click View (in the Grid view) on the Summary page to navigate to the details page of a Formula instance. The details page provides:

• Name and description of the Formula

• Version details

• Current State and Use setting of the Formula

• Parameter tab details which by default are sub-divided into the following nested tabs: General, Input, and Output. In addition to these nested tabs, additional nested tabs appear under the Parameters tab if you have user-defined Parameter Groups. Group tabs are only displayed if they contain parameters. If a group is deleted, it appears with an asterisk (*) .

• Equipment tab details

• Done By/Check By Settings tab: Displays the default Done By/Check By Settings for Formula. The tab also provides an option to override global settings.

• Advanced and Basic filter

• More Details icon - Click the More Details icon to view the Author details and also the associated Formula Templates detail. You can click the Formula Template link to navigate to the Formula Template details page. You can also view the associated Keywords which are listed in the order of position they are set in the Keywords page during configuration.

In the Formulas details page, you can also perform the following:

• Set State of the Formula

• View the Version Difference Report

• View the Upgrade Difference Report

• Check in or Check out, or Undo Check Out

• Duplicate an existing Formula

• Upgrade an existing Formula

• Set the Formula Use as Allowed or Not Allowed

• Validate the Formula against Equipment

• Set the size of the Formula

• Assign the Keywords

• Print an existing Formula

  NOTE: You can view the Version Difference Report only when the selected Formula version is greater than 1.

If you do not have the permission to View Formulas and Edit Formulas, you cannot see the Formulas menu.