Part Information - Tutorial: Create a Formula

​

Overview

​

When you should Create Formula

• Developing completely new product formulations from scratch.
• Creating experimental variations for research and development.

​

Create a Formula

​

Step 1: Access Create Formula

1. From the Part Information → Manage Formulas submodule.
2. Click on the Create Formula tab.
3. The Create Formula interface will display with a blank formula table ready for part entry.

​

Step 2: Add Parts to Formula

1. Click on a blank line in the formula table to add a Part #.
2. Use the dropdown to search and select existing parts.
3. Add multiple parts by clicking on new blank lines and repeating the selection process.

​

Step 3: Configure Formula Details

1. Enter the appropriate quantities for each component in your formula.
2. As you update quantities, the calculations table on the right will automatically refresh to show real-time updates including percentages, costs, and physical properties. This immediate feedback helps you understand how each change affects the overall formulation.
3. Include processing instructions and notes by adding message components that begin with *###.
   1. To add a custom message, click the text bubble icon next to the part dropdown first, then enter your message.
   2. You can select from existing boilerplate messages like “Do not mix until…” or create custom messages by typing directly in the part number field.
4. To adjust the sequence of your parts or steps, click the hamburger menu icon next to the checkbox in each row. This allows you to drag and reorder items to reflect the correct processing order.

​

Step 4: Save Formula

1. When the formula is complete, click Save as new project button.
2. A pop-up will appear for you to enter the project information:
   • Choose Project Type: Lab Project, Part Number, or Miscellaneous.
   • Choose Status: Active (A), Experimental (E), Hold (H), Obsolete (O), Temporary (T).
   
3. Complete as much as possible. See the Manage Formula Reference for field definitions.
4. Click Save, your formula is now saved and can be viewed on the View / Edit Formula tab.

​

Next Steps

• Learn more about Formula Controls for scaling, unit conversions, and modifications.
• Explore Manage Parts to understand part management.