Using a Custom Formula

You can use custom formulas to create conditions for workflow initiation, actions, and transitions. You can build formulas based on the fields for the workflow base record or on joined records. The formula values are calculated dynamically when the workflow instance runs.

Custom Formula Elements

You can use the following elements in a formula:

You can enter formulas directly in the Formula box or you can use the Formula Builder. See Using the Formula Builder.

The following screenshot shows two actions with custom formulas for conditions, where the SQL formula occurs on a server trigger and the SuiteScript API formula occurs on a client trigger:

A portion of the Workflow State screen showing two actions with custom formulas for conditions, where the SQL formula occurs on a server trigger and the SuiteScript API formula occurs on a client trigger.

Using the Formula Builder

Similar to the Condition Builder, you can use the Formula Builder to create custom formulas. To use the Formula Builder, select the SQL functions or JavaScript functions and the fields, and the builder creates the formula in the Formula box. To create a formula with the Formula Builder, see Defining a Condition with Formulas.

The following screenshot shows the Formula Builder for a SQL expression:

The Formula Builder for a SQL expression.

Related Topics

Using the Condition Builder

General Notices