Function Calculation

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Similar to formulas in Excel, HAP provides a wide range of functions for data processing.
After configuring a calculation formula for a field, the system can automatically compute the field value when a record is created or updated—eliminating manual input and improving efficiency.

Functions can be used in the following areas:

• Formula fields

• Field default value settings

• Calculation nodes in workflows

HAP supports five categories of functions: Math, Text, Date, Logical, and Advanced.

Scenario examples

• 1. Return different results using logical functions

  When a field’s value depends on conditions from other fields, logical functions can be used to return different results.

  

• 2. Extract structured information using text functions

  For example, extract a birth date from an ID number or structured string by parsing the year, month, and day segments, and then combining them into a date format.

  

Configuration entry

Fields that support function-based default values:
Only the following field types support setting default values via functions:

• Text, Number, Currency, Date, Email, Phone

Other field types are not supported.

Fields supported as function parameters:

• Text, Number, Currency, Email, Phone, Date
• Single select, Multi select, Member, Department, Check item, Region/City, ID number
• Subform, relationship, foreign field (stored type)

Fields NOT supported as function parameters:

• Concat,auto-number, rich text, cascading, file, uppercase, signature

Set default values using functions

In the form editor, select a field → click Dynamic Default Value → choose Function Calculation.

You can:

• Select functions and field parameters from the left panel
• Or manually enter formulas and static parameters

Components of a function formula

A function formula typically consists of:

Function name + Parameters + Operators + Parameter separators

• Parameters can be field values or static values
• Operators and separators must use English symbols

Example:

In practice:

• Not all components are required
• Multiple functions can be nested

Test formulas

After configuring a formula, click Test to validate it.
You can either:

• Manually enter field values
• Select an existing record for testing

Writing formulas correctly

1. Select functions and parameters correctly

• Functions can be selected from the left panel or entered manually (must be in uppercase)

• Field parameters must be selected from the left panel

2. Choose the correct function type

Each function returns a specific data type.
When setting a default value, the function result must match the field type.

For example:

• If you use DATENOW() for a Number field, the result will not be applied because it returns a date value.

3. Use operators correctly

Description	Add	Subtract	Multiply	Divide	Greater than	Equal	Less than	Greater than or equal	Less than or equal	Not equal
Symbol	+	-	*	/	>	==	<	>=	<=	!=

Note: Use double equals (==) for comparison, not =.

Example: IF(Status=='Approved',5,0)

4. Write parameters correctly

For example, in the function SUM(Field1, Field2), parameters must be numeric fields.
If a Date field is used, the calculation will fail and return an empty result.

Parameter types are explained in the examples below.

Most functions require parameters. There are three types:

1) Static parameters

Static parameters are fixed values used in every calculation.

• Text and date/time values must be enclosed in quotes

  Text, date/time, and single select values are treated as text.
  Use single quotes (or double quotes) around static values.

  Example 1: Get the weekday of a specific date

  

  Example 2: Mask digits 4–7 of a phone number

  

• Numeric parameters are entered directly

  Example: Specify a starting position when extracting part of a value

  

2) Dynamic parameters (field values or function results)

• If the parameter is a field value, select it directly (no quotes required)

  Example 1: Round a numeric field

  

  Example 2: Calculate the sum of multiple numeric fields

  

• If the parameter is the result of another function, do not use quotes

  Example: Get the weekday of the current date

  

3) Combining static and dynamic parameters

When combining static and dynamic values, use concatenation.
The result is treated as text, so no quotes are required around the final expression.

Example: Get the Monday of the week for a given date using DATEADD()

Function usage:
DATEADD(date, 'offset', format)

The offset parameter is a text expression (e.g., -1d, +3M).
Since the weekday is dynamic, use CONCAT to construct the offset.

Formula: DATEADD(Date, CONCAT('-', WEEKDAY(Date)-1, 'd'), 1)

If the date is Thursday, the formula becomes: DATEADD(Date, '-3d', 1)

Function reference and examples

• Function reference