Formula fields
A Formula field calculates its value from other fields in the same record. It's read-only and recomputes automatically whenever the fields it depends on change — totals, derived text, conditional logic, date math, and more.
Formula fields are available on higher plans — see the pricing page. To aggregate values across linked records instead, use a Rollup field.
Build a formula
Create a field and choose the Formula type (see Create and manage fields).
In the editor you insert other fields and combine them with functions and operators
(+, -, *, /, comparisons, and parentheses for grouping). Functions can be nested, and the
editor validates the formula live — showing whether it's valid before you save.
Function reference
Math & numbers
| Function | What it does |
|---|---|
| Sum | Adds two or more numeric values. |
| Subtract | Subtracts the second value from the first. |
| Multiply | Multiplies two or more values together. |
| Divide | Divides the first value by the second. |
| Modulo | Returns the remainder after division. |
| Power | Raises a base to an exponent. |
| Square root | Returns the square root of a number. |
| Absolute value | Returns the non-negative value of a number. |
| Round | Rounds to a given number of decimal places. |
| Round up / Round down | Rounds away from / toward zero. |
| Ceil / Floor | Rounds up / down to the nearest integer. |
| Average | The arithmetic mean of the values. |
| Max / Min | The largest / smallest value. |
| Count | Counts non-empty numeric values. |
| Count all | Counts all values, including empty ones. |
Logic & comparison
| Function | What it does |
|---|---|
| If | Returns one value if a condition is true, otherwise another. |
| Switch | Compares an expression to multiple cases and returns the match. |
| AND / OR | True if all / at least one value is truthy. |
| NOT | Returns the opposite boolean. |
| XOR | True if an odd number of arguments are truthy. |
| Equals | True if two values are equal. |
| Greater than / Less than | Compares two values. |
| Is empty / Is not empty | Tests whether a value is empty. |
| Is error | True if the value is an error. |
Text
| Function | What it does |
|---|---|
| Concat | Joins two or more text values into one string. |
| Length | Number of characters in a text value. |
| Lowercase / Uppercase | Changes text case. |
| Trim | Removes leading, trailing, and duplicate whitespace. |
| Contains | True if the text contains a substring. |
| Starts with / Ends with | Tests a prefix / suffix. |
| Replace | Replaces all occurrences of a substring. |
| Substring | A part of the text from a start position and length. |
| Left / Right | The first / last N characters. |
| Split | Splits text into an array by a delimiter. |
| Index of | Position of the first occurrence, or -1. |
| Format | Fills a template by replacing {0}, {1}, … placeholders. |
| Regex match | True if the text matches a regular expression. |
| Regex extract | Returns the first regex match. |
| Regex replace | Replaces regex matches with replacement text. |
Date & time
| Function | What it does |
|---|---|
| Now | Current date and time. |
| Today | Current date, no time. |
| Date add / Date subtract | Adds / subtracts a duration to a date. |
| Date difference | Difference between two dates in a given unit. |
| Format date | Formats a date as text using a pattern. |
| Year / Month / Day | The year, month (1-12), or day (1-31). |
| Weekday | Day of the week (1 = Monday … 7 = Sunday). |
| Is after / Is before | Compares two dates. |
| Workdays | Working days between two dates (Mon-Fri). |
Arrays
| Function | What it does |
|---|---|
| Array join | Joins array values into text with a separator. |
| Array unique | Returns the unique values from an array. |
| Array length | Number of items in an array. |
Conversion
| Function | What it does |
|---|---|
| To number | Converts a value to a number. |
| To string | Converts a value to text. |
| To boolean | Converts a value to a boolean. |
| To date | Parses a value into a date. |
Record
| Function | What it does |
|---|---|
| Record ID | The unique ID of the current record. |
| Created at / Updated at | When the record was created / last updated. |
| Created by user ID | ID of the user who created the record. |
| Created by user name | Name of the user who created the record. |
Examples
- Line total —
Round(Quantity * Price, 2) - Full name —
Concat(First name, " ", Last name) - Fallback text —
If(Is empty(Owner), "Unassigned", Owner) - Age in days —
Date difference(Created at, Now, "days")
Next
- Rollup fields — aggregate across linked records
- Field types · Number fields