Formulas
A formula is a short JavaScript expression, like a spreadsheet formula. It sees:
| Name | What it is |
|---|---|
row |
The source row. Columns are available by their original name and a safe identifier: row["First Name"] or row.First_Name. |
helpers |
The helper libraries enabled for your org. Core helpers are also available directly: helpers.date(...). |
rec |
This row’s records in the CRM, by module singular: rec.Account.id, rec.Contact.Email. |
old, next |
Only inside an update guard: the matched record and the payload about to be written. |
Some examples:
helpers.join(' ', row.First, row.Last)helpers.date(row.Start, 'MM/DD/YYYY')row.Amount ? helpers.num(row.Amount) * 1.1 : 0rec.Account.idA formula that reads rec resolves during the run, once the records it refers to exist. If it
refers to a module written later in the same row, or to a generated field such as an
autonumber, the value is patched after save.