Building Formula Fields

Building Formula Fields

The Zoho CRM formula fields enable you to define fields that can populate dynamically calculated data based on the values returned from other standard or custom fields. For instance, an insurance company may need to determine, if the provided date of birth (by policy holders), confirms their eligibility to own a policy based on their present age.

Availability
Profile Permission Required: 
Users with the Field-level Access permission in profile can access this feature.


A formula field is made up of three elements: Functions, Arguments and Operators.

A Function expresses the dependence between two quantities, one of which is input and the other which is output. In other words, function performs a specific operation on values that you specify and generates a new value. To compose a function, you need to type the function name, followed by a set of parentheses, which contains information to perform the function. The values within the parenthesis are called arguments.

Examples: Abs(); Ceil(); Timepart()

An Argument is a piece of information within a function that commands the values to act or produce. Arguments appear within the parentheses and are separated by comma (argument 1, argument 2, etc.). The types of argument(s) in a function can be either texts, numbers, field references or even another function.

Examples: Abs(-27.05); Max(12,6,10)

An Operator is a special symbol such as "+" or "%", that acts upon the arguments (literals, numbers, fields references) in the formula and returns a new value.

Examples: Abs(+27.50); (32*25)

Notes
Note
  1. Formula fields can be mass updated only if one of the participating field's data is updated.
    1. The newly added formula field will render computed values only for the new records created after you have added the formula field.
      1. For existing records in the same layout, the record detail page will display the new field, but will carry no values. To initiate computation and render results, there should happen some form of edits to the records—either manually or automatically, to include the participating fields in the formula to the computation.

    SEE ALSO


          Create. Review. Publish.

          Write, edit, collaborate on, and publish documents to different content management platforms.

          Get Started Now


            Access your files securely from anywhere

              Zoho CRM Training Programs

              Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

              Zoho CRM Training
                Redefine the way you work
                with Zoho Workplace

                  Zoho DataPrep Personalized Demo

                  If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

                  Zoho CRM Training

                    Create, share, and deliver

                    beautiful slides from anywhere.

                    Get Started Now


                      Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                      BOOK A SESSION







                                  Quick LinksWorkflow AutomationData Collection
                                  Web FormsEnterpriseOnline Data Collection Tool
                                  Embeddable FormsBankingBegin Data Collection
                                  Interactive FormsWorkplaceData Collection App
                                  CRM FormsCustomer ServiceAccessible Forms
                                  Digital FormsMarketingForms for Small Business
                                  HTML FormsEducationForms for Enterprise
                                  Contact FormsE-commerceForms for any business
                                  Lead Generation FormsHealthcareForms for Startups
                                  Wordpress FormsCustomer onboardingForms for Small Business
                                  No Code FormsConstructionRSVP tool for holidays
                                  Free FormsTravelFeatures for Order Forms
                                  Prefill FormsNon-Profit

                                  Intake FormsLegal
                                  Mobile App
                                  Form DesignerHR
                                  Mobile Forms
                                  Card FormsFoodOffline Forms
                                  Assign FormsPhotographyMobile Forms Features
                                  Translate FormsReal EstateKiosk in Mobile Forms
                                  Electronic Forms
                                  Drag & drop form builder

                                  Notification Emails for FormsAlternativesSecurity & Compliance
                                  Holiday FormsGoogle Forms alternative GDPR
                                  Form to PDFJotform alternativeHIPAA Forms
                                  Email FormsFormstack alternativeEncrypted Forms

                                  Wufoo alternativeSecure Forms

                                  TypeformWCAG

                                    Zoho FSM Video Tutorials


                                          All-in-one knowledge management and training platform for your employees and customers.

                                                    Create. Review. Publish.

                                                    Write, edit, collaborate on, and publish documents to different content management platforms.

                                                    Get Started Now




                                                                      You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                                          Manage your brands on social media


                                                                            • Desk Community Learning Series


                                                                            • Digest


                                                                            • Functions


                                                                            • Meetups


                                                                            • Kbase


                                                                            • Resources


                                                                            • Glossary


                                                                            • Desk Marketplace


                                                                            • MVP Corner


                                                                            • Word of the Day


                                                                            • Ask the Experts


                                                                              Zoho Sheet Resources

                                                                               

                                                                                  Zoho Forms Resources


                                                                                    Secure your business
                                                                                    communication with Zoho Mail


                                                                                    Mail on the move with
                                                                                    Zoho Mail mobile application

                                                                                      Stay on top of your schedule
                                                                                      at all times


                                                                                      Carry your calendar with you
                                                                                      Anytime, anywhere




                                                                                            Zoho Sign Resources

                                                                                              Sign, Paperless!

                                                                                              Sign and send business documents on the go!

                                                                                              Get Started Now




                                                                                                      Zoho TeamInbox Resources





                                                                                                                Zoho DataPrep Demo

                                                                                                                Get a personalized demo or POC

                                                                                                                REGISTER NOW


                                                                                                                  Design. Discuss. Deliver.

                                                                                                                  Create visually engaging stories with Zoho Show.

                                                                                                                  Get Started Now








                                                                                                                                      • Related Articles

                                                                                                                                      • Data types in Formula Fields

                                                                                                                                        Data type is the kind of data that can be held and stored while evaluating an expression. Data types are the defined set of values and the allowable operations on those values. They represent either the function, argument, return value or the ...
                                                                                                                                      • Types of Custom Fields

                                                                                                                                        In Zoho CRM, you can add different types of custom fields as per your requirements. These fields will be available to all the users added to your organization's CRM account. Customize Zoho Defined Fields : You can edit, delete and hide some of Zoho ...
                                                                                                                                      • Examples of Formula Field

                                                                                                                                        Formula Fields can be complicated sometimes. So, here are examples that will help you understand the usage of these types of fields in Zoho CRM. IF ELSE Statement Example: If field name contains 'Golf Only 1 Meal', then return 265 ; Else if field ...
                                                                                                                                      • Building a Subform

                                                                                                                                        In simple terms, a subform is a secondary form or a table, which enables you to add multiple line items to a primary form. Your CRM data are often inter-dependent. You may have the necessity to associate multiple items to a single record. In ...
                                                                                                                                      • Functions in Formula Fields

                                                                                                                                        Function performs a specific operation on values that you specify and generates a new value. To compose a function, you need to type the function name, followed by a set of parentheses(). The Zoho CRM formula type custom field supports four different ...
                                                                                                                                        Wherever you are is as good as
                                                                                                                                        your workplace

                                                                                                                                          Resources

                                                                                                                                          Videos

                                                                                                                                          Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                                          eBooks

                                                                                                                                          Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                                          Webinars

                                                                                                                                          Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                                          CRM Tips

                                                                                                                                          Make the most of Zoho CRM with these useful tips.



                                                                                                                                            Zoho Show Resources