Formula fields in SmartSuite offer powerful capabilities for solution owners. However, there are specific limitations and rules to keep in mind when designing and using them.
Plan Availability | All plan types with varying limitations |
Permissions | Solution Managers: Configure formula fields |
Plan-Based Field Limits
The number of complex field types allowed in Tables varies by plan type:
Plan Type | Linked Records | Lookups | Total Calculated Fields (Formulas, Rollups, Counts) |
Free / Team Plan | 30 | 30 | 30 |
Professional Plan | 50 | 50 | 50 |
Enterprise / Signature Plan | 100 | 100 | 100 |
Conditional Logic Limitations
Conditional logic statements (e.g.,
IForSUMIF) must return the same data type for all possible outcomes.Example: If the TRUE response is a date, the FALSE response must also be a date.
This rule applies to nested conditional functions (e.g., multiple
IFstatements). Mixing data types will result in an error.
Lookup Fields Always Return Lists
Lookup fields return data as arrays or lists. To handle these, use aggregates:
Text Results: Use
CONCATorARRAYUNIQUE.Dates: Use
MINorMAX.Numbers: Use
AVG,SUM,MIN, orMAX.
If your Linked Record field is limited to a single record, you can reference the data directly without an aggregate:
[Linked Record].[Target Field]
Dot Notation Depth Limit
Dot notation allows referencing fields through linked records but is limited to a depth of three tables. For example:
ARRAYUNIQUE( [Link to Tasks].[Link to Projects].[Link to Account].[Account Name], "; " )
Restrictions on Specific Functions and Fields
TODAY and NOW Functions
These functions are available only on paid and trial plans.
Files & Images Field
This field can be used to concatenate an array of all file names as a string.
Signature
This field can be used in a formula to view the Signed/Unsigned state or be used in combination with LAST_MODIFIED_TIME() or LAST_MODIFIED_BY to check signature user and date timestamps.
Unsupported Fields
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