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Learning
How to use the Formula Builder

Formula builder overview

The Formula Builder is a tool in GoAutomate that looks the same wherever it appears. You can recognize it by the fx icon in the top-left corner. There's also an information icon that gives details about the expected data type and helpful tips.

Properties Input Data
Formula Builder anatomy

The <Data Item> area shows what data item you're editing and in what context, such as initializing, presetting, or mapping. Finally, a filter in the top-right lets you choose which item types to display during AutoComplete; see here for more details.

Aids and shortcuts

AutoComplete

AutoComplete makes it easier to add functions and data into formulas by suggesting options as you type. This feature saves time and reduces mistakes by showing you relevant choices based on what you're entering. For instance, if a formula needs a Number, AutoComplete will suggest functions that return numbers, as well as related data, properties, constants, and variables with the Number data type.

To use AutoComplete while typing a formula, press Ctrl + Space.

Properties Input Data
AutoComplete

You can also activate AutoComplete by typing part of a word, then pressing Ctrl + Space.

When AutoComplete is on, just start typing to narrow down the list of suggestions based on what you enter.

Some characters automatically trigger AutoComplete:

  • @ for Input, Output data, and Properties
  • # for Constants
  • $ for Variables
  • ? for literal choice values

AutoComplete filtering

You can narrow down AutoComplete suggestions by choosing from the following categories:

  • Run Properties
  • Step Properties
  • Input Data
  • Output Data

This is useful when working with large amounts of data, helping you focus on the most important details.

AutoComplete documentation

When AutoComplete is on, a brief summary appears next to each suggestion. To view or hide the full documentation for an item, press Ctrl + Space again.

Hover documentation

When you hover over parts of your formula, a pop-up will show related information. This helps you quickly check function parameters or recall what a specific piece of data is.