Formula Fields | Online Help - Zoho CRM

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.

  1. IF ELSE Statement Example: If field name contains 'Golf Only 1 Meal', then return 265 ; Else if field name .contains 'Golf Only 2 Meals' return 295 else if field name contains 'Single Occ' return 665 or return 0
    Formula: If(Contains(${Contacts.fieldname}, 'Golf Only 1 Meal'),265,If(Contains(${Contacts.fieldname},'Golf Only 2 Meals'),295,If(Contains(${Contacts.fieldname},'Single Occ'),665,0 ) ) )
  2. Example: 
    A manually entered Level; say A,B,C
    A manually entered File Received Date (Start Date)
    A formula field, that calculates a deadline date, based on the level and the File Received Date fields. This is called ''due date''.
    The calculation for Due Date -
    • If ''Level'' = A then the ''Due Date'' = ''File Received Date'' + 14 days
    • If ''Level'' = B then the ''Due Date'' = ''File Received Date'' + 10 days
    • If ''Level'' = C then the ''Due Date'' = ''File Received Date'' + 5 days
    Formula: If(Contains(${Leads.level},'A'),Adddate(${Leads.Start Date},14,'DAY'),If(Contains(${Leads.level},'B'),Adddate(${Leads.Start Date},10,'DAY'),If(Contains(${Leads.level},'C'),Adddate(${Leads.Start Date},5,'DAY'),Now())))
  3. Example: To calculate the age based on the Date of Birth details.

    Formula:
    • Age in Years =
      Year(Now())-Year(${Leads.DOB})- If(Month(Now())*100+Dayofmonth(Now())>=Month(${Leads.DOB})*100+Dayofmonth(${Leads.DOB}) ,0 ,1 )
    • Age in Months = (Datecomp(Now(),${Leads.DOB}))/(60*24*30)
  4. Create a matrix or a combination of two or three fields.
    Example: 
    A Product has number fields namely StyleColor and Size.
    Another field Product Matrix, should give the output as a combination of Style, Color and Size values.

    Formula: 
    Concat(Tostring(${Products.Style}),Tostring(${Products.Colour}),Tostring(${Products.Size}))
    Return Type: String
  5. Change the return type of the drop-down value as a number and calculate the values of two or more drop-down fields.
    Note that the drop-down values are considered as string values, and not number values.

    Example: 
    Drop-down 1 Values - 10, 20, 30
    Drop-down 2 Values - 5, 10, 15
    Formula (number) field needs to calculate - (Drop-down 1*Drop-down 2)+Drop-down 2

    Formula: 
    (Tonumber(Drop-down 1)*Tonumber(Drop-down 2))+Tonumber(Drop-down 2)
    Return Type: Number

      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 FormsLegalMobile App
                              Form DesignerHRMobile 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 FormsEncrypted Forms

                              Secure Forms

                              WCAG

                                      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

                                                              Use cases

                                                              Make the most of Zoho Desk with the use cases.

                                                               
                                                                

                                                              eBooks

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

                                                               
                                                                

                                                              Videos

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

                                                               
                                                                

                                                              Webinar

                                                              Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                               
                                                                
                                                              • Desk Community Learning Series


                                                              • Meetups


                                                              • Ask the Experts


                                                              • Kbase


                                                              • Resources


                                                              • Glossary


                                                              • Desk Marketplace


                                                              • MVP Corner

                                                                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 ...
                                                                                                                        • 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 ...
                                                                                                                        • 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 ...
                                                                                                                        • Working with Custom Fields

                                                                                                                          In Zoho CRM, you can add new 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 defined fields, but note ...
                                                                                                                        • 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