How to create Formula fields?

In this section let us learn how to create formula fields in Vtiger CRM.
Note: For instance, we are creating the formula field Price for the Invoices module. You can create a formula for any module.

Follow these steps to create a formula field:

Login to your CRM account.
Click the User Menu.
Click Settings on the left corner of the screen.
Look for Module Management.
Click Module Layouts & Fields.
Select a module for which you want to create a formula field - Invoices.
Select a section for which you want to create a formula field - Item Details.
Click +Add Custom Field. This will take you to the Create Custom Field window where you can create a formula field.
Enter or select the below information:

Select Field Type - Select Formula.
Label Name - Enter a name for the formula Price.
Value data type - Select a suitable data type for the formula field Decimal.
Max digits allowed - Enter the maximum digits you want to allow for the formula field 10.
Decimals - Enter the number of decimals you want to allow for the formula field 2.

Expression - This allows you to select the fields and functions to be evaluated for the formula:

Use Field - Select the fields to be evaluated.

Use Function - Select the functions to be evaluated. Or both if required.
Enter the formula to be executed in the Expression box.

For instance, we have selected:

Fields - Quantity and Unit Selling Price.
Function - roundoff(field,precision). This function is used to round off a number to the specified precision.
Formula - Quantity multiplied (*) by Unit Selling Price rounded off to 2 decimal values. Hence the Formula is roundoff(Quantity * Unit Selling Price,2).
Follow these steps to enter the formula roundoff(Quantity * Unit Selling Price,2):
- Select roundoff(field,precision) function.
- Select Quantity, Unit Selling Price fields as field values.
- Enter 2 as precision value.
- Enter Quantity * Unit Selling Price.

Click Save.

You have now successfully created the formula field Price for Invoices.

Note:
Once you create a formula field for a module, the created formula field will be applied only to the following:

FAQs in this section

How to create Formula fields?

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