Dynamic formula fields calculate a value from a formula expression. The formula can reference fields from the current form and supported related forms.
Use a dynamic formula field when the result should be derived from other field values, such as status text, risk level, overdue state, formatted code, or calculated date.
Basic Settings
| Setting | Description |
|---|
| Name | The field label shown to users. It is required and should describe the calculated result clearly |
| API Name | The stable technical name used by data APIs, scripts, formulas, imports, and integrations. It is required |
| Required | Requires the calculated result to exist before the record can be saved |
| Readonly | Shows the calculated result but prevents manual editing |
| Disabled | Makes the field unavailable for normal use |
| Hidden | Stores the calculated result while hiding it from normal form pages |
| Setting | Description |
|---|
| Result Type | The type of value returned by the formula. It controls validation, display, and the stored data type |
| Display Source Field | A same-type field used to reuse display configuration. It is shown when the result type is Select or Time |
| Formula Expression | The expression used to calculate the field value |
| Insert Function | Inserts a supported formula function into the expression |
| Insert Field | Inserts a field reference into the expression |
| Formula Trial | Tests the formula against one selected record from the current form |
Result Types
| Result Type | Use |
|---|
| String | Text results such as labels, descriptions, codes, or status text |
| Number | Numeric results such as scores, amounts, rates, and counts |
| Boolean | True-or-false results such as flags and rule checks |
| Date | Date results |
| Datetime | Date-time results |
| Time | Time-of-day results |
| Week | Week period results |
| Month | Month period results |
| Quarter | Quarter period results |
| Year | Year period results |
| Select | Option-like string results that should reuse a select or radio field display configuration |
Display Source Field
Display source field is only needed for result types that depend on another field's display configuration.
| Result Type | Why It Is Needed |
|---|
| Select | Reuses option labels, option values, and option display behavior from a select or radio field |
| Time | Reuses time display configuration from a time field |
| Tip | Description |
|---|
| Match result type and expression | The formula result must match the configured result type |
| Use inserted fields | Insert fields from the editor to avoid typing API names incorrectly |
| Test before saving | Use formula trial to confirm the expression returns the expected result for real record data |
| Keep formulas readable | Split complex business logic into smaller fields when one expression becomes hard to maintain |
Validation In Commands
When creating or updating formula configuration through system commands, provide a non-empty config.dynamicFormula.formulaExpression. Empty expressions are rejected with FORMS_FIELD_FORMULA_EXPRESSION_REQUIRED.