Learn how to combine values from multiple fields to create custom labels and streamline your workflow in SmartSuite. This guide walks you through the steps and options to build formulas effectively.
Plan Availability | All plan types |
Permissions | Solution Managers - Can create and manage formulas in their Solutions |
Related Reading |
Adding a Formula Field
SmartSuite formulas make it easy to combine values from two or more fields to create a custom label. Here's how:
Add a new Formula field to your Table
After the Formula builder opens, give the field a name
Follow the instructions below to enter a formula that combines fields and text
Click the Add Field button to save your changes
Building your formula
You can include a number of different elements in your formula:
Include another field's value by referencing it by name, enclosed in square brackets: [Field Name]
Include text by enclosing it in double quotes (spaces will be included!)
There are two ways to create custom text in your formula - with the addition (+) operator or the CONCAT function.
Addition operator
Use a + in between [Field] names or "text" like this:
[Field Name] + " some additional text " + [Field 2]
CONCAT function
Use the CONCAT function to combine a comma-separated list of items into a single text value:
CONCAT( [Field Name], " some additional text ", [Field 2] )
Note that the text is combined in the order listed, left to right. Also remember that the output will be text, even if you combine together values that look like a number, unless all of the participating values are numbers.
Examples
Combine Two Fields to Create a Custom Label
An example of this would be creating a unique name for a record that stores your sales leads, combining the name of the potential customer with the sales region. You can do that in two ways:
[Customer Name] + "-" + [Region]
OR
CONCAT([Customer Name], "-", [Region])
The CONCAT function concatenates (combines) the text values of the items you include, separating those values with commas. The result might looks something like:
ACME-East
Include Dates and Numbers in Your Text
If you combine numbers or dates in this way, your output will be text. For example you could append the created date to a customer service ticket name:
[Ticket Name] + "-" + [First Created]
Practical Scenarios and Use Cases
1. Departmental Collaboration
Scenario: The Sales team needs a way to track leads by combining customer names and assigned regions.
Solution: Use a formula like CONCAT([Customer Name], "-", [Region]) to generate a unique label for each lead.
2. Project Management
Scenario: The Operations team wants to label tasks with creation dates for tracking purposes.
Solution: Build a formula combining the task name with its created date: CONCAT([Task Name], " Created On: ", [First Created])
3. Financial Reporting
Scenario: Finance needs to create summaries combining revenue data with regions for reporting.
Solution: Use a formula like CONCAT("Revenue: ", [Revenue], " Region: ", [Region]) to generate descriptive labels.