Use the Manage Formula Types window to create formula options you can select when creating child records and recording infant menus.
- From the menu to the left, click Administration.
- Select Manage Formula Types. The Manage Formula Types page opens.
- To add a formula type:
- Click Add Formula Type. The Add Formula Type pop-up opens.
- Click the Formula Type box and enter the formula name.
- Click Save.
- To edit a formula type:
- Click the type to edit. The Edit formula Type pop-up opens.
- Update the name, as needed.
- Click Save.
- To delete a formula type:
- Click the type to remove. The Edit Formula Type pop-up opens.Note: Ensure that you have selected the correct formula type to remove. There is no confirmation message, and the formula type is removed immediately.
- Click Delete.
- Click the type to remove. The Edit Formula Type pop-up opens.