Introducing Formula Fields for performing dynamic calculations

Introducing Formula Fields for performing dynamic calculations

Greetings,

With the Formula Field, you can generate numerical calculations using provided functions and available fields, enabling you to derive dynamic data. You can utilize mathematical formulas to populate results based on the provided inputs. This field is available as a custom field.

                                         

If your business is dealing with numbers and your decision-making is based on mathematical calculations, this feature will be beneficial to you.
You can create the field like how you create other fields. Navigate to Settings > Fields > Customize Fields > +Custom Field, provide a field name, and choose Formula as the type. 

Once you select the field type to be Formula, you will have to choose the Output Type. The return type specifies the type of result obtained from a calculation. Once you select and save a return type, you cannot change it afterward, so choose carefully.


Formula Expression

The formula field comprises three key components: 
  • Functions
  • Fields
  • Operators
When you access the Functions tab, you'll see a pop-up with a list of available functions on the left side. These functions can be added to the formula by clicking on them. Hovering over a function reveals details, such as its syntax, description, and examples, providing helpful context.


Within the formula editor, you can use shortcuts for quick access:
  • Use '@' to insert functions.
  • Use '#' to add fields.
  • Use '~' to add operators.

The formula editor validates the formula and identifies any issues related to incorrect functions or fields when you click the "Check Syntax" button. You can only save the formula once the expression has no errors.

Additionally, you can add a tooltip for the formula field to provide extra information. This tooltip appears next to the formula field in detail view.


Blank Value Computation 

When you create a formula field, you can specify how to handle blank values in the fields used in the formula.
You can find this option under Blank Value Preference, where you can choose one of the following:
  • Consider blank values as empty for strings: This option is selected by default when you create a new formula field.
  • Consider blank values as 0 for integers and decimals: This option interprets the blank value as 0 depending on the data type.
Example:

Profit is the formula field, calculated as: Revenue - Cost.
The fields used to generate the profit field are:
  • Revenue
  • Cost
If the Profit field is blank:
  1. If you select blank values as empty for the Profit field:
    • Revenue is seen as empty.
    • Therefore, the formula doesn't produce a result, leaving Profit blank or empty.
  2. If you select blank values as 0 for the Profit field:
    • Revenue is treated as 0.
    • The formula calculates Profit as based on this value.


Permissions

Both administrators and users with field-level permissions can access this feature.

Availability

  • This feature is exclusively available for Premier Edition users.
  • The limitation is set to 10 per module. 

Help documents 

That's all for this enhancement. We sincerely hope you find it useful. Please give it a try and leave your feedback in the comments section below. Watch this space for future announcements.

Thanks and have a good day!
 



    • Recent Topics

    • Darshan Hiranandani About

      Hi, I’m Darshan Hiranandani, a dedicated software developer with a strong passion for creating efficient and user-friendly applications. With a degree in Computer Science and several years of experience in the tech industry, I specialize in full-stack

    • Latest update in Zoho Meeting | On-demand webinars

      Hello everyone, We’re excited to introduce our new on-demand webinar feature, you can now provide pre-recorded sessions that your audience can access immediately, no need to wait for scheduled sessions. Benefits of On-demand webinars : Scheduling flexibility

    • Zoho Meeting iOS app update - Join breakout rooms, access polls, paste links and join sessions, in session host controls

      Hello, everyone! In the latest iOS version(v1.7) of the Zoho Meeting app, we have brought in support for the following features: Polls in meeting session Join Breakout rooms Paste link in join meeting screen Foreign time zone in the meeting details screen.

    • Zoho Meeting app update.

      Hello, everyone! In the latest Android (v2.3.7) and iOS (v1.7.1) versions of the Zoho Meeting app, we have brought in support for the following features: Report Abuse option. WorkDrive integration. Report Abuse option You can now report to us any deceptive

    • Zoho Meeting Android app update - v2.4.0

      Hello everyone! We are excited to announce that we have brought in support for the following features in the latest version of the Zoho Meeting Android app(v2.4.0): 1. Start Personal Meeting Rooms 2. Revamp of the schedule meeting screen and meeting details

    • Introducing Zoho Desk integration and a few minor enhancements

      Zoho Desk Integration We've now introduced an integration between Zoho Meeting and Zoho Desk to efficiently manage meeting-related customer inquiries. With this integration, you can track, respond to, and resolve meeting-related tickets directly from

    • Zoho Meeting iOS app update: Hearing aid, bluetooth car audio and AirPlay audio support.

      Hello everyone! We are excited to announce the below new features in the latest iOS update(v1.7.4) of the Zoho Meeting app: 1. Hearing aid support: Hearing aid support has been integrated into the application. 2. Bluetooth car Audio, AirPlay audio support:

    • Zoho Meeting Android app update: Breakout rooms, noise cancellation

      Hello everyone! In the latest version(v2.6.1) of the Zoho Meeting app update, we have brought in support for the following features: 1. Join Breakout rooms. 2. Noise cancellation Join Breakout rooms. Breakout Rooms are virtual rooms created within a meeting

    • iOS 12 update: Introducing autofill passwords and Siri Shortcuts in Zoho Vault

      With this iOS 12 release, Zoho Vault users can now autofill usernames and passwords on Safari and other third-party apps. Users can enjoy a seamless login experience to their everyday apps without compromising security and also access passwords stored in Zoho vault with Siri Shortcuts by adding personalized phrases. How to enable autofill password on your iOS device? First, you need to update your device to iOS 12.  Apple recommends you to take a backup before you update your device to the latest

    • Zoho Vault: A look at what's new for iOS, iPadOS, and macOS

      Hi everyone, At Zoho Vault, we constantly aim to improve your security experience. Based on both internal and external feedback, we have recently rolled out updates across our iOS, iPadOS, and support for macOS platforms. Introducing the desktop app for

    • Biometric Access Support on Zoho Vault Desktop App

      Is there any plans to add biometric authentication (fingerprint, face recognition) for Vault desktop apps (Windows/macOS) to enhance security and ease of access. I would love to hear other members view on this

    • Free webinar: Learn the benefits of migrating to Zoho Vault's new interface

      With remote work becoming more and more common across the globe, productivity and time management are now pivotal concerns for every organization. With the number of business applications employed by companies constantly increasing, a password manager like Zoho Vault saves a lot of productive hours for your team. Vault's new interface has been carefully designed to address these pressing needs, helping users increase their productivity while improving their overall online experience.  This July,

    • Free Webinar: An exclusive live Q&A session with the Zoho Vault team

      As 2020 draws to an end, we're closing out a year that has seen drastic changes all around the world. Many businesses have adopted cloud solutions and a remote work culture for the first time, and this has given rise to newer cyber risks and threats that

    • Why passwordless authentication should be your top security project for 2021

      Hello users! We know that nobody likes to remember passwords, yet they form an indispensable part of our lives. Many of us working with any kind of technology today manage numerous passwords for personal and business accounts. With the widespread adoption

    • Free Webinar: See why Zoho Vault is the best alternative to LastPass

      When LastPass was acquired by LogMeIn in Oct 2015, we expressed our genuine concern about how this would change the LastPass business model and how customer trust would transfer from one company to another. As we suspected, LastPass doubled their pricing

    • Managing cyber threats when working remotely | A Customer Survey Report

      The nearly universal adoption of remote work has changed the way businesses function. Globally, enterprises continue to work to find new ways to make life easier for employees working remotely. However, a commonly cited concern has been the lack of cybersecurity

    • World Password Day: 5 interesting facts about passwords

      It's World Password Day: that time of the year when we talk about password hygiene and the importance of safe password management. World Password Day is observed on the first Thursday of every May, and this year, we'd like to talk about some of the most

    • Free Webinar: Go passwordless in 2022 with Zoho Vault

      Passwords have long been the preferred authentication method, largely due to their universal appeal. While they're easy for people to use and implement, they're also convenient for hackers to exploit. Reports from 2021 state that weak and stolen passwords

    • Myki has announced EOL for its services | Learn why Zoho Vault password manager is the best alternative

      Hello Myki users,   Myki has announced end-of-life for its Teams, MSP, and GUARD services, after being acquired by JumpCloud. In their recent announcement, Myki stated that they will be removing their apps and extensions from the respective stores, turning

    • Join our exclusive meetup with Zoho's Real Estate community

      Hey there, The Zoho Vault team is conducting a meetup for all real-estate users from Zoho. During this session, we will be discussing the need for secure password management and how Vault can help you and your clients safely protect passwords and other

    • Free webinar: A quick walkthrough of Zoho Vault and major updates in 2023

      Managing passwords is crucial for all businesses. You can securely store, share, and manage passwords effectively from anywhere with Zoho Vault. We have introduced several new features in 2023 to offer the best online experience for our users. Join our

    • Free webinar: Why a password manager is a “must-have” for everyone in 2024

      In the past decade, we've witnessed numerous cybersecurity breaches globally, with a significant portion resulting from the "it won't happen to me" mindset. Shockingly, in 2023, 86% of breaches involved weak and stolen passwords. Password hygiene is crucial

    • Zoho Vault - Webinars 2023 - Video Recordings and Slide Decks

      Hello, We wanted to offer a consolidated list of Zoho Vault webinar resources from 2023. Therefore, we're putting together a list that includes links to our webinar recordings and slide decks for easy access. Webinar Video recording Slide deck Getting

    • Free webinar: ‌Focal point: Building a financial ecosystem with Zoho Vault and Zoho Workplace

      Hi everyone! Cyber threats against the financial sector are escalating. In the last two decades, nearly one-fifth of reported incidents targeted financial institutions, causing $12 billion in direct losses. Cybercriminals are becoming more sophisticated,

    • New features in Zoho Vault

      We’re thrilled to introduce a wave of powerful updates in Zoho Vault, designed to enhance security, streamline workflows, and improve your overall experience. Let’s dive into what’s new! Folder creation restrictions Limit who can create folders in your

    • Join our World Password and Passkey Day expert Q&A 2025

      Hey everyone! World Password and Passkey Day is almost here, and there's no better time to talk about something we all rely on daily—secure authentication. Did you know that a staggering 60% of hacking-related breaches are tied to weak or stolen passwords?

    • Dashlane discontinued its free plan: Here's why Zoho Vault's free plan is worth the switch

      Hey everyone, Dashlane password manager has officially announced that its free plan will be discontinued starting September 16, 2025. This change means that current free users will need to either upgrade to a paid subscription or export their data and

    • Introducing SecureForms in Zoho Vault

      Hey everyone, Let’s face it—asking someone to send over a password or other sensitive data is rarely straightforward. You wait. You nudge. You follow up once, twice—maybe more. And when the information finally arrives, it shows up in the worst possible

    • Clickjacking: Zoho Vault's Response

      Issue: Password manager browser extensions are found to be vulnerable to clickjacking security vulnerabilities that could allow attackers to steal account credentials, TFA codes, and card details under certain conditions. Reported by: Marek Toth, Independent

    • Free webinar: Security that works: Building resilience for the AI-powered workforce

      Hello there, Did you know that more than 51% of organizations worldwide have experienced one or more security breaches, each costing over $1 million in losses or incident response? In today’s threat landscape, simply playing defense is no longer enough.

    • Free webinar—Redefining workforce security with Zoho Vault: Passwords, passkeys, and multi-factor authentication

      Hi everyone! Did you know that in Q2 alone, 94 million data records were leaked globally? Behind every breach is a combination of poor password habits, phishing attacks, privilege misuse, and simple human error. The fallout—including reputational damage,

    • Fill Colors

      Hello, Just curious, is it possible to manage the Used and standard colors in the fill drop down menu ? I would like to change/edit them is possible to colors I frequently use. Thanks for you reply, Bruce

    • Is there a way to generate a virtual meeting for a group service in Zoho Bookings?

      Are virtual meetings not supported for group services/meetings? I have integrated Zoom with one-on-one services, but I need a way to create an online group meeting. Thanks

    • Client scripts for Zoho Books ?

      Good day everyone, I am looking for a way to be able to interact with the Quotes and Invoices as they are being created. Think of it like Zoho client script in Zoho CRM. But for the life of me I dont see a way to do this. The issue with having function

    • Fillable template with dynamic tables?

      Is there a way to build a fillable template so that users can add rows to a table? To describe what I'm trying to accomplish the table has 3 sections; a header row, some number of rows with custom information, and a summary row with totals. I can't figure

    • Invoicing multiple expense items as a single line item

            My client would like me to invoice them for multiple expense items on a single line item on an invoice.  Can this be done?  I know I can import billable expenses to an invoice, but I don't know how to show them as a single line item or have them

    • Tables improvement ideas / features

      Heya, I've been using Zoho Tables for a few months now and wanted to post some features that I think will be greatly beneficial for the tool: 1. Ability to delete a record in automation or move a record in automation. - Usecase: I move a record from one

    • Announcing offline payment modes for event tickets

      Hello everyone,   Collecting ticket payments from prospective attendees can be a tricky part of event planning. While Zoho Backstage has always allowed you to collect payments online as people buy tickets from your event microsite, we have now enabled

    • Gmail is ramping up its email sender policy from November 2025

      Hello marketers, As you may be aware, Gmail introduced a guideline for bulk senders starting February 2024. If not, here's a quick refresher straight from Google: After this policy was announced first in 2023 and soft-implemented in February 2024, we

    • Deluge Error Code 1002 - "Resource does not exist."

      I am using the following script in a Custom Button on a Sales Return. Basically, the function takes the information in the sales return (plus the arguments that are entered by the user when the button is pushed) and creates a return shipping label via

    • Next Page