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Formulas

  • Updated

 

DocuGen offers partial support for Formula columns. Please bear in mind the following considerations when using Formula columns with DocuGen.
 

Unsupported Functions

The following monday.com functions are not supported:
Function Example Workaround
TEXT()

TEXT({Amount},"$#,##0.00")

 

If Amount = 500, result is  $500.00

If Amount = 1,500, result is $1,500.00

Workaround for 2 decimal places:

ROUND(100*({Amount}),0)/100

 

Workaround for 3 decimal places:

ROUND(1000*({Amount}),0)/1000
ADD_DAYS()

ADD_DAYS("2019-01-20", 5)

Result: "2019-01-25"

 Use General Caster to copy the result of the formula into a Date column, and use the Date column in your DocuGen document
FORMAT_DATE()

FORMAT_DATE(TODAY(), "YYYY-MM-DD")

Sample result: "2020-02-16"

 Check how to format dates here
HOURS_DIFF()

HOURS_DIFF("23:00", "20:00")

Result: 03:00

 Use General Caster to copy the result of the formula into a Text column, and use the Text column in your DocuGen document
WORKDAYS() WORKDAYS({TO_DATE}, {FROM_DATE}) Use General Caster to copy the result of the formula into a Numbers column, and use the Numbers column in your DocuGen document
SUBTRACT_DAYS()

SUBTRACT_DAYS("2019-01-20", 5)

Result: "2019-01-15"

 Use General Caster to copy the result of the formula into a Date column, and use the Date column in your DocuGen document
SWITCH()

 

 

This function fails when the argument ({Approved}) is a Checkbox column:

SWITCH({Approved}, TRUE, 1, FALSE, 0)

Workaround when the argument ({Approved}) is a Checkbox column:

IF({Approved}, 1, 0)

 

Hashtags
DocuGen does not support formula hashtags attributes. Make sure to remove the # attributes from your monday.com board formulas, as follows:
 
Formula with # ... should be changed to this: 
{Creation Log#Name}
{Creation Log#Date}
{Creation Log#DateTime}
 
{Creation Log}
 
{Timeline#Start}
{Timeline#End}
 
{Timeline}
 
{People#Names}
{People#Count}
{People#Ids}
{People#Emails}
 
{People}
 
Nested Formulas

Formulas should not be nested, meaning that the formula should not refer to a column that is also a formula. The workaround is to include the full formula in the column. 

If you are having trouble simplifying your formulas, contact us and we will try to help you out.

Nested formula(not supported by DocuGen) Equivalent formula without nesting (supported by DocuGen) 
Total Price = Amount * (1 - Discount)
Amount = Quantity * Price

Notice that "Amount" is a formula (Quantity * Price) that is used inside another formula (Total Price).		 
Total Price = (Quantity * Price) * (1 - Discount)

This formula will give exactly the same result as the nested formula on the left.

 

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