A new Custom Field type, "Formula," is now available. Like our pre-existing Custom Fields, it is accessed from Site Settings > Manage Custom Fields > Add New Custom Field > Formulas.

When selecting this Custom Field, a Formula creation modal will open, allowing users to define the calculations they want to perform. Numbers, basic mathematical operators +,-,* (multiply) and / (divide), and brackets are available to make the calculation.

Please note that you can use up to four Custom Fields in the Formula definition—whether it's four different fields, the same field repeated, or any combination.

Voly Integrated Cost Custom Fields can be utilised in Formulas.

After defining the calculation, users must select an output type: Cost, Number, or Percentage. This determines the type of result the Formula will yield.

Formula fields are always derived from calculations involving other fields or mathematical expressions within the Formula itself. Therefore, the values cannot be directly edited.

Hovering over the Formula value in the point card will show the calculation used to generate the result.

When hovering over a formula's name in the site table's column header, the definition will be displayed, providing a simple reference.

Formulas can be "nested"—that is, one Formula field can reference another up to four levels deep.

You can use an If Statement to define conditional logic in your formulas. The builder includes three fields:

Easily toggle between standard and conditional modes while keeping existing inputs intact. Use comparison operators like greater than, less than, equals, and more in the logical test field.
Empty and Empty OR 0 options are available to refine logic.
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You can’t nest If Statement formulas within other formulas, but you can nest standard formulas within If Statements. Formulas can’t be saved unless all three fields are filled out.

Users may inadvertently input incorrect calculations or select an incompatible output type. Like Excel, there are minimal restrictions, and illogical Formulas will be displayed as blank or as "unable to calculate a result" in the point card.

Deleting a Formula follows the same process as other Custom Fields. However, if a Formula is used within another Formula, it cannot be deleted until the dependent Formula is modified or deleted.

The same rule applies to Custom Fields used within a Formula. For example, if a custom field called "My Cost" is used in a Formula named "Marked Up Cost," the "My Cost" field cannot be deleted without first removing its usage from "Marked Up Cost."

You can now import Formulas between sites. If the necessary Custom Fields are missing on the destination site, a warning will prompt you to ensure all components are available. The Formula will remain highlighted in red in the import modal, allowing you to add the required Custom Fields before retrying the import. If the Custom Fields are already present, the import will proceed smoothly.
Formulas with the same name, output type, and exact definition across sites will now be treated as identical in the Overview table, just like Custom Fields. To be considered identical, the Formula definition must match exactly, including the order - mathematically identical Formulas written differently will not be treated as the same.

Formula fields have View and Hide access levels, users do not need access to a Formula's component fields to see the resulting value.

The Formula results cannot be edited within a point card.

Formula results are available in Exports.

Send us a message through the chat icon in the web app, email us or keep looking through our Help Centre for more information.