Configure Formula ID

Review Formula ID concepts and reference sections.

To open or create a formula ID:

  1. Go to Setup > General > Formula ID
  2. Select an existing formula ID to edit, or click Add to create a new formula ID.
  3. In Name, type a name for this formula ID.
  4. In Type, select Auction, Person or Position.
  5. In Variable, click on the desired Variable(s).

    This application tracks multiple variable settings in the Formula ID field.

  6. Enter additional variables, parameters, or constants.
  7. Click Save.

Assign the formula ID to the corresponding area.