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Formulas

A formula field computes its value from a record’s other fields. It recalculates on every read — always current, never stored, never editable. Reference fields as {Field Name} (renames are safe: a formula tracks the field, not its name).

if({Estimate} > 5, "big", "small")

Add one via New field → Formula. The editor autocompletes fields when you type {, shows the result type, and previews the value against a real record as you type.

What you want Formula
Days until due days_between(today(), {Due})
Overdue flag days_between(today(), {Due}) < 0
Effort remaining {Estimate} - {Spent}
Budget utilization % round({Spent} / {Budget} * 100, 1)
Health emoji if({State} == "Done", "🟢", if({Priority} == "Urgent", "🔴", "🟡"))
Full label concat({Name}, " — ", {State})
Safe default coalesce({Nickname}, {Name})
Weighted score {Impact} * 2 + {Confidence} - {Effort}
Kickoff deadline add_days({Start}, 14)
  • Field refs{Estimate}, {State}: text, number, checkbox, date, select (compares its label), url, email, lookups, and other formulas (chains up to 5 deep; cycles are rejected).
  • Literals42, 3.14, "text", true, false.
  • Operators+ - * / %, comparisons == != > >= < <=, logic and or not. + concatenates when either side is text.
  • Empty values propagate — any math over an empty field is empty; division by zero is empty, so formulas never error at read time. Use coalesce(…, 0) for defaults.
Function Returns What it does
if(cond, a, b) a/b’s type Branch on a condition
is_empty(x) checkbox True when empty
coalesce(a, b, …) first arg’s type First non-empty argument
concat(…) text Join values as text
upper(s) / lower(s) text Change case
trim(s) text Strip whitespace
replace(s, find, repl) text Replace every occurrence
length(s) number Character count
format(x) text Any value as text
round(n, places?) number Round to N decimals
abs(n) number Absolute value
min(…) / max(…) number Smallest / largest
now() / today() date Current moment / date
days_between(a, b) number Whole days a → b
add_days(d, n) date Shift a date
year(d) / month(d) number Date parts

One database at a time (use a lookup or rollup to reach related data), no filtering or sorting views by formula values yet, 5-level chains. Deleting a referenced field degrades the result to empty with a warning in the field editor.