Write your first formula

A formula is an expression made from values, field references, functions, and operators.

Formula envelopes

Use a ${...} envelope when a formula is embedded in calculated text:

Order total: ${Format([Quantity] * [Unit Price], "0.00")}

A field that expects only an expression can also accept the expression without the envelope:

Round([Quantity] * [Unit Price], 0.01)

Use ={...} for a nested sub-expression in places that require the explicit subformula form:

${Concat("Total: ", ={Format([Quantity] * [Unit Price], "0.00")})}

Write the function name, then place its inputs inside parentheses:

Upper([Customer Name])

Separate multiple inputs with commas:

Between([Temperature], 2, 8)

Function names are case-sensitive. Write Len(...), not len(...).

The result of one function can be passed into another:

If(IsNull([Customer Name]), "Unnamed customer", Proper(Trim([Customer Name])))

If and Case evaluate only the branch that is selected. This is useful when an unused branch would require data that may not exist.

Escape \n, \r, \t, \\, \', or \" inside text when needed.

// starts a comment that continues to the end of the line:

Round([Amount], 0.01) // Keep two decimal places

Connect the expression to form data with values and references, then use the formula index to choose a function.

Last modified on September 7, 2026