Formula function reference

Last updated: August 29, 2026

Every operator and function available in the formula editor. For how these behave with empty fields and currency, see 📄 Using formula fields .

Operators

Operator	Meaning
`+` `-` `*` `/`	Add, subtract, multiply, divide
`==` `!=`	Equal to, not equal to
`>` `>=` `<` `<=`	Numeric comparison
`&&` `
`a ? b : c`	If `a`, then `b`, otherwise `c`

Parentheses work as expected: ({ARR} - {Cost}) / {ARR}.

Math

Function	Description
`add(a, b)`	Adds two numbers. Same as `a + b`.
`sub(a, b)`	Subtracts `b` from `a`. Same as `a - b`.
`mul(a, b)`	Multiplies two numbers. Same as `a * b`.
`div(a, b)`	Divides `a` by `b`. Same as `a / b`.
`sum(a, b, …)`	Adds any number of values together.
`round(value)` / `round(value, places)`	Rounds to a whole number, or to the given decimal places.
`floor(value)`	Rounds down to a whole number.
`ceil(value)`	Rounds up to a whole number.
`abs(value)`	The value without its sign.
`min(a, b, …)`	The smallest of the values.
`max(a, b, …)`	The largest of the values.
`clamp(value, low, high)`	Keeps `value` within the range.

Comparison

Function	Description
`eq(a, b)`	True when equal. Same as `a == b`.
`neq(a, b)`	True when different. Same as `a != b`.
`gt` / `gte` / `lt` / `lte`	Greater/less than, or equal. Numbers and currency only.

eq and neq work across types. The four ordering comparisons work only on numbers and currency — you can't use > to compare dates or text.

Logic and conditionals

Function	Description
`and(a, b, …)`	True when every value is true. Same as `a && b`.
`or(a, b, …)`	True when any value is true. Same as `a
`not(a)`	Reverses a true/false value. Same as `!a`.
`if(condition, whenTrue, whenFalse)`	Picks between two values.
`case(cond1, result1, cond2, result2, …, default)`	Returns the first matching result. Trailing default is optional.

case is cleaner than nested ifs when you're banding records:

case(
  {ARR} >= 100000, "Enterprise",
  {ARR} >= 25000,  "Mid-market",
  "SMB"
)

With a Single select output type, each result is one of the field's options. With a Text output, they're plain strings. The Threshold bands builder writes this shape for you.

Text

Function	Description
`concat(a, b, …)`	Joins text values together.

concat is the only text function — there's no way to change case, trim, or take part of a string. It also accepts text only: there's no number-to-text conversion, so you can't fold a number into a text label.

Blank values

Function	Description
`isBlank(value)`	True when the value is empty.
`isSet(value)`	True when the value is present.
`coalesce(a, b, …)`	Returns the first value that isn't empty.