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Compute field values with Excel-style formulas — no code.

The Compute field value rule action writes a calculated value into a field when a rule fires. Alongside ready-made operations (Sum, Subtract, Multiply, Divide, Concatenate, Date offset, Date difference) you can write a free-form formula expression evaluated live in the form.

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Key capabilities

  • Excel-style functions — IF, AND, OR, CONCATENATE, ROUND, LEFT/RIGHT, TRIM, UPPER/LOWER, TODAY, DATEADD, DATEDIF, and many more.
  • Field references — [[fieldValue:InternalName]] (or the [InternalName] shorthand).
  • Dedicated editor — syntax highlighting, field & function autocomplete, an examples panel, and a full function reference.
  • Live validator — catches missing parentheses, unknown functions, comma/semicolon mix-ups, and = vs == in plain language as you type.
  • Trigger flexibility — recalculate on field change for live totals, or at form pre-save for reference codes.

  1. Decide when it recalculates

    A computed value is a rule, so you choose what triggers it. This one watches two fields — Quantity and Unit price — joined with Or, so changing either one recalculates the total immediately.

    A rule's trigger conditions joined with Or: "Quantity is changed" and "Unit price is changed".

  2. Point the result at a field, then write the formula

    Add a Compute field value action, choose the target field the result is written to — here OrderTotal — and click the ƒx icon to open the formula editor. It highlights syntax, autocompletes field and function names, and validates as you type: the green Valid badge means it will run.

    A Compute field value action inside a rule's "If yes" branch, with a target field set to OrderTotal, an empty Value box showing an example formula as placeholder text, and an f-x icon that opens the formula editor. The Formula expression editor showing a nested IF formula that multiplies Quantity by UnitPrice and applies a volume discount, with a green Valid badge underneath.

  3. The total updates as you type

    The formula above applies a volume discount — 15% at 100 units or more, 10% at 50, none below that — and rounds to two decimals. Same unit price, three quantities:

    • 10 → no discount → 499
    • 60 → 10% off → 2,694.6
    • 120 → 15% off → 5,089.8
    Form fields showing Quantity 10, Unit price 49.90 and a computed OrderTotal of 499. The same fields with Quantity raised to 60, Unit price 49.90 and the computed OrderTotal now 2,694.6 after a 10% volume discount. The same fields with Quantity raised to 120, Unit price 49.90 and the computed OrderTotal now 5,089.8 after a 15% volume discount.

Worked example

// Line total, rounded to 2 decimals
ROUND("[[fieldValue:Quantity]]" * "[[fieldValue:UnitPrice]]", 2)

// Escalation text based on a choice field
IF("[[fieldValue:Severity]]"=="Critical", "P1 — act now",
   IF("[[fieldValue:Severity]]"=="High", "P2 — review today", "P3 — normal queue"))

Full Formula Expressions documentation →

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