Reusable Snippets allow you to extract a group of blocks into a reusable unit (a snippet), making it easier to maintain and reuse logic across multiple formulas.
A snippet is similar to a function: it accepts arguments and returns a value. Once created, snippets can be reused across formulas of the same Formula Type, but are stored and maintained separately from those formulas.
By default, both Snippets and Versioning are disabled. These features must be explicitly enabled in the Advanced Configuration Options (AP). You can request an admin to enable these settings via Advanced Configuration. For more details see technical user documentation How To Enable Versioning And Snippets In The Formula Designer.
Target Audience
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Business Analysts
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Solution Consultants
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Pricing Managers
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Administrators
Prerequisites
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Formula Designer in version 15.0 - Southside or later
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Snippets feature enabled
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A Formula Type where Snippets will be used
Creating a Snippet
Create a Snippet using one of the following methods:
1. Add Button
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Go to the Snippets tab.
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Click Add > New Snippet.
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A blank snippet is created in draft state.
2. Extract from Formula
When designing a Formula, you can right-click on a block and choose Extract Block to Snippet. This action will create a draft snippet that includes the selected block, while the original block in the strategy will be replaced by the newly created snippet.
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Open your formula in the Draft section.
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Right-click a block, choose Extract Block to Snippet and enter a label.
The block in the formula is replaced by the snippet, and a draft snippet is created in the Snippets tab.
3. Import
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Go to the Snippets tab.
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Click Add> Import and upload a JSON snippet definition.
The Snippet is now available for use in a Formula’s toolbox.
Using Snippet In a Formula
Insert the Snippet block from the Toolbox (sidebar). Provide values for the arguments and use it as any other block.
Expected Result
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Snippet is available in the Toolbox within the workspace and can be re-used in your formulas.
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Changes to the snippet automatically reflect in all formulas using it.