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 tag mapping, 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 mapping - 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"

Arrays

Work with lists of values - filter, pick specific fields, or sort the results:

  • Filter list items: Line Items  WHERE  price  >  10
  • Select a specific field: Line Items  SELECT  quantity
  • Sort results: Line Items  ORDER  BY  price  DESC
  • Add up values: SUM(Line Items  WHERE  price  >  10  SELECT  price  *  quantity)

See the full Arrays reference.

Function Reference

Built-in functions are organized by category:

Next Steps