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Use formulas to calculate numeric values or automate your App. Create a formula that calculates total price based on quantity ordered, combines the values of multiple fields, or uses conditional logic to create a value based on criteria you specify.
Working With Formulas
Formula Operators & Functions
We've put together a list of all Formatting, Functions, & Operators as an area to easily reference everything you need to know about how to use a Formula Field.
Create a new Formula Field
Start Here: Learn How to Add or Modify Any Field type in SmartSuite
Formula Fields are added in the same way as any other SmartSuite field - just click the "+" symbol in grid view or select Add New Field in the Record Display view (as a Solution Manager or Admin, of course!)
From there, the Edit Formula dialog is displayed, allowing you create your formula and view information about the fields, operators, and functions available. You can create/modify your formulas in two edit modes - simple and advanced.
This mode allows you to make changes into your formulas using basic functions, such as addition (+), subtraction (-), multiplication (*), or division (÷). With this editor, you can only select fields from the list.
From there, the Edit Formula dialog is displayed, allowing you create your formula and view information about the fields, operators, and functions available.
Edit a Formula Field
Edit a Formula Field by selecting "Modify Field Settings" from the field options menu in Record View or from the Field dropdown in any Grid view.
Formulas With Errors
If your formula isn't quite right and is saved in an errored state, no worries - SmartSuite will let you know! In Grid View, Formula Fields that are invalid display a red icon, like this:
Solution Managers can click the icon to open a formula editor dialog. Note that this interface is slightly different from the one accessed from the field properties link, as it is streamlined a bit so that you can focus on fixing your formula. Here's what it looks like:
Once you've fixed the problem, simply click Calculate and the formula will be saved and your records will update with calculated values.