Zia Formula Expression Generator for Formula fields

Hello everyone!

Formula fields are super useful when you want your CRM to calculate things for you but writing the expression is where most people slow down. You know what you want, but you’re not fully sure which function to use, how the syntax should look, or whether the field names are even being referenced correctly. That’s exactly where Zia Formula Expression Generator fits in.

Let’s say you’re setting up the Deals module and you want the pipeline to feel more real than just raw Amount. You decide to create a Forecast Amount that’s stage-weighted, so a deal in Qualification contributes only a small portion, while a deal in Negotiation carries much more weight, and Closed Won gets counted fully. Instead of building a long formula from scratch and double-checking every bracket and function, you can just describe this logic in plain language. Zia generates the formula expression, you quickly review it, make small edits if needed, and insert it into the Formula Expression box.

Again, imagine your list view is packed and you want a quick way to spot which deals need attention first. You create an Urgency Score that naturally pushes high-value deals with higher probability and closer closing dates to the top. Again, you describe what you’re trying to achieve, Zia generates the expression, and you insert it without spending time figuring out the exact syntax.

You’ll find Zia Formula Expression Generator right inside the Formula Expression section while creating a Formula field in the Layout Editor.

That's all about the enhancement. Let us know your feedback in the comments below.

Resources: Help Documentation (CRM New UI)

Thanks,

Nizamuddin

P.S. This feature is being rolled out in a phased manner and is currently available for users in the Enterprise and Ultimate editions of Zoho CRM in the US, and EU DCs.

• Topic Participants

• Nizamuddin Sohel SK

  

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