{"id":5053,"date":"2023-12-18T15:11:32","date_gmt":"2023-12-18T14:11:32","guid":{"rendered":"https:\/\/help.r2docuo.com\/knowledge-base\/calculate-formulas-only-in-some-states\/"},"modified":"2023-12-18T15:11:41","modified_gmt":"2023-12-18T14:11:41","slug":"calculate-formulas-only-in-some-states","status":"publish","type":"ht_kb","link":"https:\/\/help.r2docuo.com\/en\/knowledge-base\/calculate-formulas-only-in-some-states\/","title":{"rendered":"Calculate formulas only in some states"},"content":{"rendered":"\n<p>In Docuo, it is possible to use formulas to calculate the value of one or more data fields in a category.<\/p>\n\n<p>The calculation of formulas is a costly process, since the system must retrieve the data necessary for the calculation (which in turn may be calculated by other formulas), for all documents in the category.<\/p>\n\n<p>In categories with many documents, or with complex formulas, the calculation of formulas can lead to a degraded user experience, with long waiting and refresh times.<\/p>\n\n<p class=\"wp-block-ht-blocks-messages wp-block-hb-message wp-block-hb-message--withicon\">For a good user experience, <strong>reduce as much as possible the number of formulas<\/strong> in your Docuo categories, as <strong>well as their complexity<\/strong>. This will result in faster response times for your users.<\/p>\n\n<p>When the number of formulas or their complexity cannot be reduced, and the category has a configured workflow (a process with several states), it is possible to reduce the total number of calculations by restricting the states in which the formula is calculated.<\/p>\n\n<h2 class=\"wp-block-heading\">Configure the states in which the formula of a field is calculated<\/h2>\n\n<p>In the &#8220;Options&#8221; tab of the field, it is possible to set when the result of a formula should be calculated:<\/p>\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"644\" height=\"487\" src=\"https:\/\/help.r2docuo.com\/wp-content\/uploads\/2023\/12\/image-16.png\" alt=\"\" class=\"wp-image-5047\" srcset=\"https:\/\/help.r2docuo.com\/wp-content\/uploads\/2023\/12\/image-16.png 644w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2023\/12\/image-16-600x454.png 600w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2023\/12\/image-16-50x38.png 50w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2023\/12\/image-16-60x45.png 60w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2023\/12\/image-16-100x76.png 100w\" sizes=\"auto, (max-width: 644px) 100vw, 644px\" \/><\/figure>\n\n<p>The default value is &#8220;Permanently&#8221;, but it is possible to change it to &#8220;In some states&#8221;. The latter is the recommended value for the best user experience.<\/p>\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"645\" height=\"488\" src=\"https:\/\/help.r2docuo.com\/wp-content\/uploads\/2023\/12\/image-18.png\" alt=\"\" class=\"wp-image-5051\" srcset=\"https:\/\/help.r2docuo.com\/wp-content\/uploads\/2023\/12\/image-18.png 645w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2023\/12\/image-18-600x454.png 600w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2023\/12\/image-18-50x38.png 50w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2023\/12\/image-18-60x45.png 60w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2023\/12\/image-18-100x76.png 100w\" sizes=\"auto, (max-width: 645px) 100vw, 645px\" \/><\/figure>\n\n<p>In this example, we limit the calculation of the &#8220;Total&#8221; field of an offer to the &#8220;Creating&#8221; status (in creation), since in the offers Sent to customer, Accepted and Rejected, the price cannot be changed.<\/p>\n\n<p>Thus, if 1,000 offers are stored in Docuo (100 being created, 200 sent to the customer, 400 accepted and 300 rejected), the system will only calculate and keep updated for the &#8220;Total&#8221; field, the values of the 100 offers that are being created.<\/p>\n\n<p><strong>The values of the remaining 900 bids will remain as they were calculated the last time they were found in the &#8220;In Creation&#8221; status, without being recalculated<\/strong> until they return to this status.<\/p>\n\n<p>This simple configuration will decrease waiting times for users when working in this and any other related category.<\/p>\n\n<p> <\/p>\n","protected":false},"excerpt":{"rendered":"<p>In Docuo, it is possible to use formulas to calculate the value of one or more data fields in a category. The calculation of formulas is a costly process, since the system must retrieve the data necessary for the calculation (which in turn may be calculated by other formulas), for&#8230;<\/p>\n","protected":false},"author":1,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"content-type":"","footnotes":""},"ht-kb-category":[75],"ht-kb-tag":[],"class_list":["post-5053","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-formulas"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Calculate formulas only in some states - R2 Docuo | Help center<\/title>\n<meta name=\"robots\" content=\"noindex, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Calculate formulas only in some states - R2 Docuo | Help center\" \/>\n<meta property=\"og:description\" content=\"In Docuo, it is possible to use formulas to calculate the value of one or more data fields in a category. 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