Formula

Formula custom fields let you build calculations and logic from the other data in a record. Use them for profit margins, totals, tax rates, and commissions — and now also for combining text, working with dates, and returning a value that depends on a condition.

You can see a video overview of formula custom fields in the video below:

What a formula can read

Start typing a curly bracket { and Blue shows a drop-down of the fields you can reference. Formulas read fields from the same record — they don’t pull in data from other records or external sources.

You can reference:

• Number fields — Number, Currency, Percent, Rating, and another Formula
• Lookup and Rollup fields, when they resolve to a number
• Text fields — Text, Email, URL, and Phone
• Checkbox fields — read as a Yes/No (true or false) value
• Date fields — so you can compare or calculate with dates

Functions

Pass fields into a function to calculate with them. Separate multiple inputs with a comma — for example, with fields named Cost and Profit, SUM({Cost}, {Profit}) adds them together.

Math & numbers

• SUM: Add all the values together.
• AVERAGE: The mean of the values (empty values are ignored).
• AVERAGEA: The mean, counting empty or non-numeric values as zero.
• COUNT: How many of the values are numbers.
• COUNTA: How many of the values aren’t empty.
• MAX: The largest value.
• MIN: The smallest value.
• MULTIPLY: Multiply two values — MULTIPLY(value1, value2).
• MINUS: Subtract the second value from the first — MINUS(value1, value2).
• ROUND: Round to a number of decimal places — ROUND(value, decimals). Leave off the decimals to round to a whole number.
• ABS: The absolute (positive) value.

Logic & conditions

• IF: Return one value when a condition is true and another when it’s false — IF(condition, then, else).
• AND: Yes only when every condition is true — AND(a, b, ...).
• OR: Yes when any condition is true — OR(a, b, ...).
• NOT: Flip a Yes to a No, and a No to a Yes — NOT(condition).

Text

• CONCAT: Join values into a single piece of text — CONCAT(value1, value2, ...).
• TEXT: Turn any value into text — TEXT(value).

Dates & time

• DATE: Build a date, either from text — DATE("2026-01-31") — or from parts — DATE(year, month, day).
• NOW: The current date and time.
• DATEADD: Add an amount of time to a date — DATEADD(date, amount, "days").
• DATEDIF: The difference between two dates, in the unit you choose — DATEDIF(start, end, "days").
• DURATION: A length of time — DURATION(amount, "hours").

For the date functions, the unit is one of years, months, weeks, days, hours, minutes, or seconds. DURATION also accepts milliseconds.

Operators

You can combine values with arithmetic operators:

Write a number followed by % to mean a percentage — 50% is read as 0.5.

Conditions and comparisons

Comparison operators check two values and return Yes or No (true or false). They’re most useful inside IF, but you can use them on their own to produce a Yes/No result.

For example, IF({Budget} - {Spent} < 0, "Over budget", "On track") shows a warning only when spending exceeds the budget, and {Score} >= 80 returns Yes for records that hit the threshold.

Working with text

CONCAT builds a single line of text out of any mix of fields and quoted text. For example, CONCAT({First name}, " ", {Last name}) produces a full name, and CONCAT("Invoice #", {Number}) adds a label in front of a number. Wrap fixed text in double quotes.

When a text field is used in a calculation, Blue reads it as a number if it looks like one (so "5" works as 5); any other text is treated as blank. This means dropping a text field into a sum or average won’t break the formula.

Working with dates and time

The date functions let you calculate with Date fields and the values DATE and NOW produce. For example, DATEDIF({Start}, {Due}, "days") counts the days between two dates, DATEADD({Start}, 30, "days") finds the date 30 days later, and DATEDIF({Created}, NOW(), "days") shows how old a record is.

See an example below of a profit calculation based on sales price and cost:

There are no restrictions on the complexity or number of operations in your formulas. They validate as long as the syntax is correct.

Configure Display

The final step in creating a formula custom field is deciding how to display the result.

For formulas that return a number, you have three display options:

1. Number: A plain numeric value. You can also choose how many decimal places to show, giving you control over the level of detail.
2. Currency: Money format — great for budgets, revenue, costs, and other financial data. The currency is formatted to local standards, with support for numerous global currencies.
3. Percentage: Values shown as percentages — useful for completion rates, growth, or other ratios. It converts the calculated value into a percentage automatically.

If a formula returns text, a date, a length of time, or a Yes/No, Blue shows that result directly — the Number, Currency, and Percentage options above apply to numeric results.

Users can view the underlying formula logic by hovering over the field.

Editable formulas update their results in real time as the values they reference change. Exported data contains the calculated results rather than the formulas themselves.