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Create a formula field

create formula field, create formula, how to add formula field, custom field formula

Gerard avatar
Written by Gerard
Updated over 5 months ago

Do you want to add a formula field to your table?

Open your table 📂
Go to the table where you want to create the formula field.

  1. Click on the "+" button
    Between the columns in the header of your table.

  2. Select "New Formula Field" 📊
    Choose the "New Formula Field" option.

  3. Choose the entity type 🏢🧑
    Select the type of entity:

    • Lead

    • Company

  4. Fill in the fields ✍️

    • Name: Define the name of your formula field.

    • Formula description: Write a description or the calculations you want to perform.
      🔑 Use { to add fields or directly select fields from the table.

  5. Select leads 👥
    Click on "Select leads" to define which leads will be affected by this formula field.

  6. Click "CREATE"
    Once everything is ready, click "CREATE" to save your new formula field


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