Formulas

Formulas let you calculate values, transform data, and make decisions in your workflows. They combine form data, variables, and built-in functions to create dynamic content that adapts to each workflow run.

Formulas can be used anywhere you need computed values - in document bindings, email content, HTTP request bodies, and conditional logic.

Using Formulas

Formulas are entered using a formula editor that provides autocomplete and validation. Type @ to insert variables, or start typing a function name to see available options.

Formulas can be used in:

  • Document tag bindings - Calculate values to populate document templates
  • Conditional logic - Evaluate conditions in split and condition nodes
  • Email content - Create dynamic subject lines and body text
  • HTTP requests - Build request URLs, headers, and body content
Formula dropdown

Expression Types

Math Operations

Formulas support standard mathematical operations:

  • Basic arithmetic:
    Price  *  1.1
  • Grouping:
    (Quantity  *  Price)  -  Discount
  • Functions:
    SUM(1,  2,  3)
    ,
    AVERAGE(Math Score,  English Score)
    ,
    ROUND(Total,  2)

See all Math functions.

Text Operations

Transform and combine text values:

  • Concatenation:
    "Hello "  +  First Name  +  " "  +  Last Name
  • Functions:
    UPPER(Name)
    ,
    TRIM(Address)
    ,
    STARTS_WITH(Text,  "start")

See all Text functions.

Date Expressions

Compare, manipulate, and format date values:

  • Comparison:
    IF  Due Date  >=  "2026-01-01"  THEN  "Current Year"  ELSE  "Previous Year"
  • Functions:
    DATE_ADD(Start Date,  30,  "days")
    ,
    DATE_DIFF(Submitted At,  "2026-01-01",  "days")
  • Formatting:
    FORMAT_DATE(End Time,  "DD/MM/YYYY")

See all Date functions.

Conditional Logic

Use IF-THEN-ELSE expressions along with comparison and logical operators such as =, !=, >, <, AND, OR, and NOT to create dynamic values based on conditions:

  • Simple condition:
    IF  Age  >=  18  THEN  "Adult"  ELSE  "Minor"
  • Complex logic:
    IF  (Status  =  "urgent"  AND  Priority  >  5)  THEN  "High"  ELSE  "Normal"
  • Nested conditions:
    IF  Score  >  90  THEN  "A"  ELSE  IF  Score  >  80  THEN  "B"  ELSE  "C"

Function Reference

Built-in functions are organized by category:

Next Steps

Formulas - TemplateDocs Documentation