Use this field type functions to perform calculations in the database
You can find a Formula field in the "Advanced" section:
This field type is using to perform simple arithmetic operations (addition, subtraction, multiplication, division) with number fields, or for joining strings from different text fields.
Example: we got orders table with three columns: "Name", "Price" and "Quantity".
Using the Formula field, you can calculate the total price. Create the "Total" field, type: formula.
Set the formula:
"Price" field * (multiply) "Quantity" field
The operands should be treated as decimal in this example, since the price may not be an integer.
The calculation result in the table:
On the Formula field editing page you can enable the "Make the field visible in the Form" option.
You will be able to see the field on the form, which will count in real time, depending on the specified values if this option is activated:
For the next example we'll use the "Clients" table, which contains the "First Name", "Last Name" and "Phone" columns.
First, let's add the "First & Last Name" formula.
The formula will combine the values of this columns if the operands are treated as text.
We will link the "Orders" and "Customers" tables. Read more about the relationship between tables in this article.
The columns from the linked table can be used as operands if there is a relationship between the tables.
We have connected customers with their orders, now let's add a formula that will calculate the amount payable with 20% tax.
The formula will look like this:
"Total" field + (plus) Constant - 20%
Using Constant as an operand, you can specify any value. The Constant supports numeric/text values and percentages.
As a result, the "Payable amount" column displays the total price + 20%:
For example, we use the Customer Portal, with the ability to order plan and connection service.
The Portal has only one table "Online order" with the following formula:
In the "Advanced Options" tab we activated the "Link to record view" option :
We set "Access to only own records" for each portal user. And some fields are hidden on the form.
You can read more about access settings for portal users and field level access by this link.
The portal user adds a new record:
Now he sees own records in the table. Click on the formula with the option "Link to record view":
The user will be redirect to the Record Widget, which we prepared:
The user can save or print invoice. Read how to create Record widget template by this link.
Also, you can select the record template for the "Link to Record view" option.
Activate the "Link to Record view" option in the 'Advanced' section and select record template from the list:
This way you can even create the several formula fields, by click on each the different record template will be applied to the record view.