Equation Fields enable more complex formula functions to be run on your values. These fields can be used in combination with Formula Fields and can be nested with other Equation Fields.

  1. The Name for your text field will help define what this value represents.
  2. Descriptions can be a good tool to keep track of further information to describe the field.
  3. The Equation is where the function to perform is defined. Read ahead for further information on this portion of the field.
  4. The Output Type is the field type of the resulting value of the equation.





To start, let's take a look at the Equation portion of this field. First, we are going to take a look at the following two components:

  1. The Add Field dropdown list is where you are able to select from all of the fields that are available for reference in your Equation.
  2. The Equation Editor is the text box with the placeholder that says "Enter equation". This is where you will add and edit fields and functions in your equation.


Let's take a closer look at the Equation Editor. There are a few very important factors regarding this portion of the field configurations that are consistent across all functions.


When a field is added through the Add Field dropdown, the field name will appear in the Equation Editor within braces. It is important to note that the field name must match the name of your field in your table exactly, and the braces must be around the field name. 


There are three types of functions as we will define in the next portion of this article. If you select any of these functions, it will appear in the format of FunctionName(). For example, let's take a look at the ABS function.

The portion left of the parentheses is going to be the Function Name. This must exist with no characters in between its corresponding parentheses. Inside the parentheses is where you will place your input field(s). Depending on the function, you may have more than one field referenced, however, regardless of the function, your fields to be processed will need to be between the corresponding parentheses.


Below is an example of what a valid Equation looks like where we are performing the function on one field. We will go through each Equation type in this article so please read ahead if you are looking for further information on a specific type.





The Equation portion of this field is very powerful with functions that have a wide range of uses. We'll discuss each type of function separately as labeled below.





A. Math Function - We currently have 5 different functions of this type, ABS, CEIL, FLOOR, ROUND, and SQRT. These functions are meant to be used with numeric fields, however, you may use these functions with text-based fields if the field only contains a numeric value. For more details on these functions, please see our Math Functions article. 



B. Text Function - We currently have 7 different functions of this type, CHAR, CONCAT, LOWER, UPPER, REVERSE, LENGTH, and REPLACE. These functions are meant to be used with fields containing text, however, there are some exceptions. Fields containing text include Basic field types as well as some non-Basic field types such as Option Fields. Please read ahead for further information on each function. For more details on these functions, please see our Text Functions article. 



C. Date Function - We currently have 9 different functions of this type, DAYOFMONTH, DAYOFWEEK, DAYOFYEAR, LAST_DAY, YEAR, MONTH, MONTHNAME, NOW, and WEEKOFYEAR. These functions are meant to be used with date type fields. For more details on these functions, please see our Date Functions article.



D. Other Function - We currently have 1 other function which is not listed in any of the above types, IF. This function can be very powerful in using a condition to determine the value. For more details on this function, please see our Other Functionsarticle.