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

    • Zoho books Inventory valuation report VS Stock GL value

      At one client, we track inventory using composite (bundled) items, and in the system settings we have enabled the option to prevent stock from going below zero. After the year-end physical count and quantity adjustments, we identified a mismatch: Inventory

    • Zoho Zoom extension for CRM

      When meetings are booked through Zoho using the Zoom extension, the Zoom link in the invite is a host start link that contains an expiring ZAK token. The invite should instead use a standard attendee join link or a non-expiring host link - why is this

    • Stereo audio

      L.S. Is stereo audio supported in Zoho Meetings? I would like to conduct music lessons with Meetings, but the audio needs to be good (if not great!) and stereo, and not too much compressed and such.

    • Zoho Surveys

      Dear Zoho Support Team, I hope this message finds you well. I am writing to inquire about the availability and documentation for the Zoho Survey API. Background: I am currently working on a project that requires programmatic access to survey data and

    • Zoho FSM API Delete Record

      Hi FSM Team, It would be great if you could delete a record via API. Thank you,

    • Writing SQL Queries - After Comma Auto Suggesting Column

      When writing SQL Queries, does anyone else get super annoyed that after you type a comma and try to return to a new line it is automatically suggest a new column, so hitting return just inputs this suggested column instead of going to a new line? Anyone

    • New Enhancements to Zoho CRM and Zoho Creator Integration

      Hello Everyone, We’ve rolled out enhancements to the Zoho Creator and Zoho CRM integration to align with recent updates made to the Zoho Creator platform. With enhancements to both the UI and functionality, This update also tightens access control by

    • Desk API that can search Merged Tickets

      Is there any method that can still search a ticket that was already merged? zoho.desk.searchRecords - doesn't explicitly mention

    • Issue with "Send Email" from Quotes not loading Email Template data

      Hi everyone, I'm currently experiencing an issue when using the "Send Email" option from a Quote record in Zoho CRM. What’s happening: When I go to the Quotes module and select a record, then click Send Email, the attached file (Quote) correctly pulls

    • Suggestions for Improved Table Management and Dashboard Filter Controls in Zoho Analytics

      Dear Zoho Analytics Community, I hope you are doing well. I would like to share a few suggestions based on issues I am currently experiencing while working with visualizations and dashboards. Firstly, when I create a new visualization using the Sales-Order

    • Zoho Projects and CRM Integration in Analytics

      Hi Team, In Zoho CRM, I’ve integrated CRM with Zoho Projects and associated a project within the CRM. The integration is visible under the Deals module. However, I’m unable to find this data in Zoho Analytics. Does anyone know where this information is

    • Cursor lands on disabled fields when tabbing through forms

      As of yesterday, form behavior has changed w/ regard to disabled fields. Previously when tabbing through a form the cursor would skip over disable fields (as would typically be desired). But now the cursor is landing on all disabled fields, in all of

    • Permission query

      we have two permission settings i.e 'user permission ' & 'portal user permission' and both have the same setting that we enable for our users, Now those who have access to user permission can see a button on the pivot table, "regenerate" but those who

    • Zoho Forms sheet prefil

      I've been using zoho sheet prefill for a week and it was working perfectly, as soon as i deleted the particular sheet and replaced it with another one no matter what I do it cant find the record and i get this message. Could you please assist me to resolve

    • "Create Deal" button should default to the currently selected layout/pipeline

      When viewing Deals in Kanban or List view with a specific layout and pipeline selected, clicking "Create Deal" should default to that same layout — not the profile's default layout. Currently it always opens the default layout regardless of context, requiring

    • Zoho mail admin panel not opening

    • Canvas: is it possible to have a fixed header?

      Hello. Does Canvas provide the option to have a fixed header, similar to the standard view? It would also be interesting for other parts of the interface, like the header or sidebar of the tab section. Thanks!

    • Removing Related Modules Lookup Fields Assignment / Relationship

      Issue: When creating a related list, I accidently selected module itself creating a circle reference. See attached. Situation: I wish to relating a custom module called "Phone Calls" to Leads and Contacts. Outcome: 1) I either want to remove the this

    • Zoho LandingPage pricing update: Essentials plan is now fully free!

      Hello Everyone, We have updated the Zoho LandingPage pricing structure. The Essentials plan, previously priced at $9 per month for 1,000 visitors, is now fully free, and the visitor limit has been increased to 5,000. With this change, users can start

    • ZOHO.CRM.UI.Record.open not working properly

      I have a Zoho CRM Widget and in it I have a block where it will open the blocks Meeting like below block.addEventListener("click", () => { ZOHO.CRM.UI.Record.open({ Entity: "Events", RecordID: meeting.id }).catch(err => { console.error("Open record failed:",

    • Zoho Survey – Page Skip Logic Not Working

      Hi everyone, I'm experiencing an issue with the page skip logic in Zoho Survey. Last week, it was working fine, and I haven’t changed anything in the settings. However, today the skip logic is not working at all. I also tried testing it with different

    • Automatically create an Delivery Challan basis a Sales Order.

      Hi, I wanted to know if there is a possibility to automatically populate a Delivery Challan basis a Sales Order. Is it possible to do this with custom functions? If yes, how? 

    • Zoho Form URL displays incorrect name

      Hi, I have a form I created called "Design Request form". It displays this way everywhere I look. However, in the URL, it shows up as "DesignJobRequestFormFINAL011325PROOFV1B" and I'm not sure why. I can't find where to fix this. Does anyone have any

    • Introducing Radio Buttons and Numeric Range Sliders in Zoho CRM

      Release update: 1. 2 March 2026: Currently out for CN, JP, AU and CA DCs (Free and standard editions). For other DCs, this will be released by mid-March. 2. 26 March 2026: CA, SA, AU, JP, CN DCs - Free, Standard, Professional, Enterprise, Ultimate, CRM

    • Finding rhythm through poetry

      Poetry has long been a powerful form of expression, discovery, and reflection. For many, it is a way to pen down their thoughts and experiences. The "poetic license" allows writers to shape their words with rhythm and flow. This year, on World Poetry

    • Zoho Desk Ticket SLA Level

      Hello, we have 2 levels of SLA escalation for our Tickets. Is there a way to display on the ticket information the level of SLA escalation the ticket currently on? I am aware that we can see in the ticket history the level of escalation that has been

    • Allow Font Size 11 in Editors...

      That is basic functionality...

    • 【まだ間に合う！】Zoho ユーザー交流会 | AI活用・CRM・Analytics の事例を聞いて、ユーザー同士で交流しよう！

      ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 3月27日(金)に東京、新橋で開催する「東京 Zoho ユーザー交流会 NEXUS」へのお申し込みがまだの方は、この機会にぜひお申し込みください！（参加無料） ーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーー イベントの詳細はこちらから▷▷ https://www.zohomeetups.com/tokyo2026vol1#/?affl=communityforumpost3 ーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーー

    • Where is the scheduled report in New UI?

      Hi Team, Seems there is not such a field in New UI, hence I have to switch to old UI to handle request..

    • Building a Simple Raspberry Pi + Keypad IoT PoC with Zoho Flow

      I want to share a simple IoT PoC I recently built that connects a Raspberry Pi to Zoho Flow and Zoho Creator. The goal was to send PIN input data from a hardware keypad to Zoho and trigger a servo and buzzer for visual/audible feedback. This can serve

    • What's New in Zoho Billing | January 2026

      Excited about the latest enhancements in Zoho Billing? Our January updates bring an intelligent AI assistant, smarter subscription management, and improved tax compliance, saving you time and reducing manual work. Dive into the details below to see how

    • Is there a way to sell in a practical method multiple subscriptions of the same product? i.e. domain names

      In evaluating Zoho Billing, a hurdle to adopting it is that Zoho Billing does not seem designed to support businesses that sell multiple subscriptions of the same product. In our case, we need to sell and manage several domain names per client. Am I right

    • Update P_Leave: code: 7052 "Employee_ID": "Enter Employee ID"

      Hi, Zoho People - Update Leaves Can someone assist? ------------------------------------------------------------------------------------------ col = Collection(); col.insert("recordid":id); col.insert("Date_Check_Approval":zoho.currentdate); info zoho.people.update("P_Leave",col.toMap());

    • Can't change form's original name in URL

      Hi all, I have been duplicating + editing forms for jobs regarding the same department to maintain formatting + styling. The issue I've not run into is because I've duplicated it from an existing form, the URL doesn't seem to want to update with the new

    • Can't rename groups on Mac desktop app

      I'm working on an up-to-date Mac with a freshly downloaded Notebook app. I'm trying to rename a group within a notebook. Here I have, left to right, a note, a group, and a note. I select the group. On the top left, I select Action. On the dropdown, "Rename"

    • Strange behavior in CRM Number Field – Characters allowed but not "e"?

      Hi everyone, Has anyone faced this strange issue in Zoho CRM? In a Number field, it is possible to type some characters, but the character "e" cannot be entered. This was really surprising to me. Normally, a number field should restrict all characters

    • Best Way to Manage Approvals Within Blueprint Stages?

      Hi, I am working on a requirement involving Blueprint and approval logic in Zoho CRM and would appreciate some guidance. I understand that approval processes do not trigger when a record is currently within a blueprint, which makes it challenging to implement

    • Marketing Tip #25: Grow your social presence with a simple posting routine

      Consistency is one of the biggest growth drivers on social media. Regular content keeps your store visible and helps customers remember you. Even 3–4 posts a week can build momentum over time. The easiest way to stay consistent is to stop trying to create

    • How to update "Lead Status" to more than 100 records

      Hello Zoho CRM, How do I update "Lead Status" to more than 100 records at once? To give you a background, these leads were uploaded or Imported at once but the lead status record was incorrectly chosen. So since there was a way to quickly add records in the system no matter how many they are, we are also wondering if there is a quicker way to update these records to the correct "Lead Status". I hope our concern makes sense and that there will be a fix for it. All the best, Jonathan

    • Bring your own credentials (BYOC) for connections in Zoho Creator

      Hello everyone, We're excited to announce an important step forward in how integrations and authentications work in Zoho Creator. Zoho Creator is a versatile platform for integrations, enabling you to connect with thousands of third-party services using

    • Next Page