FAQs in this section
What are Vtiger CRM Formula fields?
What are Formula fields data types?
What are Formula fields features?
What are the benefits of Formula fields?
How to create Formula fields?

How to access created Formula fields?

In this section let us learn how to access formula fields created for modules in Vtiger CRM.
Follow these steps to access a formula field created for a module:
Note: For instance, let us learn how to access the formula field Price created for the Invoices module.
  1. Go to the module for which you have created a formula field- Invoices.


 
  1. Create an Invoice record with formula field details.
For instance, we have created Tender with Quantity 165 and Unit Selling Price 850.86.
  1. Click Save.
  2. Go to the section for which you have created the formula - Item Details.


 
  1. You can now view the created formula field Price in the chosen section.
Note:
Formula fileds created for:
  • Line item fields - apply at an individual line item row level.
  • Normal (other) fields - apply at the record level.


 
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