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, either select it from the Insert Column/Variable list displayed below the formula entry field, or enter it manually. 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 [HourlyRate]), they can be inserted from the Insert Column/Variable list or 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, you should convert the variable into the necessary data type first. Read more on variables in the Variables topic.

Next: Operators and Functions