Use formulas to calculate numeric values or automate your table. 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.

Plan Availability	All plan types
Permissions	Workspace Administrators, Solution Creators and Solution Managers can create and edit formulas based on permissions.
Related Reading	Button Field

Working With Formulas

Formulas in SmartSuite allow you to perform calculations, combine fields, and automate processes in your table. This guide walks you through the basics of creating, editing, and troubleshooting formulas.

Formula Operators & Functions

SmartSuite provides a comprehensive list of Formatting, Functions, & Operators to help you get the most out of formulas. You can reference the Operators and Functions for a detailed overview, including syntax and examples.

Creating a New Formula Field

Start here to How to Add or Modify Any Field type in SmartSuite:

Visit Your Workspace: Log in and navigate to your workspace.
Select or Create a Table: Open an existing table or create a new one.
Add a New Field: Click the "+" symbol in grid view or select "Add New Field" in the record display view (available to Solution Managers or Admins).
Choose Formula Field: From the dropdown menu, select "Formula."
Build Your Formula: Use the formula editor to input your desired calculation. SmartSuite provides two editing modes:
- Simple Editor: Ideal for basic operations like addition (+), subtraction (-), multiplication (*), or division (÷). Fields can be selected from a list.
- Advanced Editor: Allows for complex formulas, combining fields, functions, and conditional logic.
Save the Formula: Click "Save" to add the formula field to your table.

Editing a Formula Field

To edit an existing formula field:

Open the table containing the formula field.
Select "Modify Field Settings" from the field options menu in record view or the field dropdown in grid view.
Adjust the formula as needed using the editor. SmartSuite’s advanced editor provides tools like syntax highlighting and error notifications.
Click "Update Field" to save your changes.

Tip: When editing formulas, take advantage of SmartSuite’s error warnings to troubleshoot issues quickly.

Formulas With Errors

If your formula isn't quite right and is saved in an errored state, SmartSuite will alert you:

In grid view, invalid formula fields display a red icon.
As a Solution Manager or Admin, click the icon to open the formula editor dialog, which is streamlined for troubleshooting.

Fix the issue, then click "Update Field." Once resolved, your records will display the calculated values.

Migrating From Airtable

If you’re transitioning from Airtable, note a few key differences in formula syntax between the platforms. Below is a summary:

Airtable Formatting	SmartSuite Equivalent
`' '` (single quotes)	`" "` (double quotes)
`&` (concatenation)	`+`
`{ }` (field references)	`[ ]`
`TONOW(), FROMNOW(), DATETIME_DIFF()`	`DATEDIFF()`
`CONCATENATE()`	`CONCAT()`
`LEN()`	`LENGTH()`
`COUNTA()`	`COUNT()`
`WEEKNUM()`	`WEEK()`

Use these conversions to adapt your formulas seamlessly to SmartSuite.

Practical Use Cases and Scenarios

1. Calculating Total Price

Scenario: An e-commerce business needs to calculate total revenue by multiplying "Quantity Ordered" by "Unit Price."

Solution: Create a formula field using Quantity Ordered * Unit Price.

Outcome: Automated calculations for revenue tracking, saving time and reducing errors.

2. Combining Text Fields

Scenario: A marketing team needs to generate full names by combining "First Name" and "Last Name."

Solution: Use the formula [First Name] + ' ' + [Last Name].

Outcome: Streamlined creation of full names for marketing lists.

3. Conditional Logic for Deadlines

Scenario: A project manager wants to flag tasks as "Overdue" if the deadline has passed.

Solution: Create a conditional formula: IF(Today() > [Deadline], "Overdue", "On Track").

Outcome: Real-time task tracking and proactive project management.