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In some cases, you may need to click Edit and enter a comment before making changes. |
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Knowledge of SQL language is required in order to define formulas. Contact someone familiar with SQL language or your IT department to assist you if you choose to utilize this function. |
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From the Administration and Maintenance tab, click on Miscellaneous Setup. Next, select Letters. Then, choose User-Defined Tokens.
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- Enter a name in the Token Name column.
- Use the drop-down menu in the Kind column and select Formula.
- Click the ellipses ellipsis icon in the Formula column to establish a SQL statement and click Ok.
- Click Save Changes when you are done.
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