Columns and variables

Column references (as its name states) refer to a certain table column and retrieve column values. When the formula is calculated for a certain table record, the column reference is substituted by a real value taken from the specified column (field) of this record. Column references are enclosed in square brackets and contain the name of the column to which they refer, like [Client Name], [Budget].

To insert a column reference into your formula, click ‘[’ to list all columns of a table and insert a column you need. Also, you can type first letters of the column name after ‘[’ sign and the columns starting with these letters will be displayed in the dropdown.

Click Ctrl+Space to list function names and select functions you need.

If you need info about the Formula Language Reference, use the click here for help link:

To learn more about working with formulas, see Working with Formulas.

Column references are not case sensitive, however, when typing the column name, make sure that it is entered exactly in the way the column is named in the table.

If you use a reference to a certain column and after that change the column name, the name in the formula will be changed automatically. So, there is no need to update all formulas that refer to the modified column.

Variables can also be used for formula creation. In fact, variables were designed to be used in formulas. Variables act much like column references: variable name is enclosed with square brackets (like [Tax Rate]). To insert a variable, just click ‘[’ to list columns and variables and insert a variable you need. Also, you can type first letters of the variable name after ‘[’ sign and the variables starting with these letters will be displayed in the dropdown. Also, the variable name can be entered manually and like column references they are case-insensitive.

When working with variables, you should remember that initially all variables are treated as simple text values, so if you want to use them in formulas that process other data types, firstly, you should convert the variable into the necessary data type. Read more on variables in the Variables topic.

Next: Operators and Functions