Edition
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Enterprise
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Professional
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Free
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Availability
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14 fields/module
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14 fields/module
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0
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The Zoho CRM formula fields enable you to define fields that can populate dynamically calculated data based on the values returned from other standard or custom fields. It gives the ability to calculate the underlying data source. For instance, an insurance company may need to find from the records, if the provided date of birth (by policy holders), confirms their eligibility to own a policy based on their present age.
A formula field is made up of three elements: functions, arguments and operators.
A Function expresses dependence between two quantities, one of which is input and the other which is output. In other words, function performs a specific operation on some values that you specify and generates a new value. To compose a function, you need to type the function name, followed by a set of parentheses, which contains information to perform the function. The values within the parenthesis are called arguments.
Examples for functions are: Abs(); Ceil(); Timepart()
An Argument is a piece of information within a function that commands the values to act or produce. Arguments appear within the parentheses and are separated by comma (argument 1, argument 2, etc.). The types of argument(s) in a function can be either texts, numbers, field references or even another function.
Examples for arguments are: Abs(-27.05); Max(12,6,10)
An Operator is a special symbol such as "+" or "%", that acts upon the arguments (literals, numbers, fields references) in the formula and returns a new value.
Examples for operators are: Abs(+27.05); (32 * 25)
The procedure and the syntax to be followed while creating formula fields are explained below.
