Zoho Workerly | Building Formula Fields

Building Formula Fields

The Zoho Workerly 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: FunctionsArguments and Operators.

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)

Data Types

Numeric  | String  | DateTime  | Boolean 

Functions

Numeric  | String  | DateTime  | Boolean 


    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









                                            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

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      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 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

                                                                                                              • 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 Workerly formula type custom field supports four ...
                                                                                                              • 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 ...
                                                                                                              • Creating Custom Fields

                                                                                                                In Zoho Workerly, you can add new fields as per your requirements. These fields will be available to all the users added to your organization's Workerly account. Customize Zoho Defined Fields: You can edit, delete and hide some of Zoho defined ...
                                                                                                              • Standard Fields In Contacts

                                                                                                                Following are the list of Zoho defined standard fields available in the Contacts module: Field Name Description Data type Maximum Limit Contact Owner Select the Zoho Workerly user to whom the account is assigned. Lookup - Salutation Select the ...
                                                                                                              • Modifying Special Fields

                                                                                                                There are certain fields in Zoho Workerly, which are not common to all modules. They are available and applicable only for particular modules depending on the purpose of their function. Customize Terms & Conditions This field provides you an option ...
                                                                                                                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