DocuGen generally inserts the correct formula values when generating documents. However, if the formula column contains a date or number column where the value is blank, DocuGen generates the wrong values in the document. This article explains the issue and the solution. 

The issue

Your board might contain a formula column that references a number or date column. For example: 

The formula for 'Day of month' returns the day of the month:

DAY({Date})

If 'Date' is blank, the formula result is blank.

The formula for 'Numbers formula' returns 'Larger than 10' if the number is larger than 10, but otherwise returns 'Not larger than 10':

IF({Numbers}<=10, "Not larger than 10", "Larger than 10")

When DocuGen generates a document, its formula interpreter fails to recognize blank values. The values inserted in the document will be incorrect:

• Day of month = 1 (instead of blank)
• Numbers formula = 'Larger than 10' (instead of 'Not larger than 10')

The solution

The workaround for this issue is to include an IF function to address the situation where the date or number column is blank:

DAY({Date})

IF({Date}="","",DAY({Date}))

IF(
 {Numbers}<=10, 
 "Not larger than 10", 
 "Larger than 10"
)

IF(
 OR({Numbers}<=10, {Numbers}=""), 
 "Not larger than 10",
 "Larger than 10"
)

Need help with other formulas? Drop us a word at support@docugen.io.