How to Create a Numeric Formula Field in Zoho CRM
Permission Required
Users with the Field-level Access permission in profile can access this feature.
Create Numeric Formula Field
The following table helps you to understand the type of arguments required for numeric functions along with the type of syntax that needs to be formed.
| Abs | Returns the absolute value of the Number. | Abs(number) | Abs(-42) returns 42; Abs(+33) returns 33 |
| Ceil | Returns the smallest digit greater than or equal to the input number. | Ceil(number) | Ceil(3.4) returns 4; Ceil(-3.4) returns -3 |
| Floor | Returns the largest digit less than or equal to the input number. | Floor(number) | Floor(3.8) returns 3; Floor(-3.4) returns -4 |
| Naturallog | Returns the natural logarithm of a number | Naturallog(number) | Naturallog(1) returns 0.69 |
| Base10log | Returns the base 10 logarithm of the input number | Base10log(number) | Base10log(10) returns 1.0 |
| Max | Returns the maximum value from the specified list of compatible data types. | Max(value1, value2,...) | Max(3,1,5,2) returns 5; Max(0,-4,-3,2) returns 2 |
| Min | Returns the minimum value from the specified list of compatible data types. | Min(value1, value2,...) | Min(5,-3,0,1) returns -3; Min(5,0,.01,0.5) returns 0.0 |
| Sqrt | Returns the square root of the input number. | Sqrt(number) | Sqrt(4) returns 2; Sqrt(9) returns 3 |
| FromTimestamp | Creates date time from timestamp | FromTimestamp(number) | FromTimestamp(1581066895) gives result as Feb 7, 2020 02:44 PM Note: The above example is for the IST timezone. The values will changed based on the timezone of the user. |
| IsPositive | Checks if the number is positive | IsPositive(number) | IsPositive(-345) gives result as false |
| IsNegative | Checks if the number is negative | IsNegative(number) | IsNegative(-345) gives result as true |
| Round | Rounds the number to the nearest value based on the specified precision. | Round(number); Round(number,number) | Round(3.8) gives result as 4 ; Round(-3.5) gives result as -3 ; Round(3.417,2) gives result as 3.42 |
To create numeric type formula fields
- Log in to Zoho CRM with Administrator privileges.
- Go to Setup > Customization > Modules and Fields.
Module refers to the Leads, Accounts, Contacts, etc. tabs. - Click the required module.
The Layout Editor opens. - Drag and drop the Formula field from the New Fields tray to the required module section on the right.
- In the Formula Properties window, do the following:
- Enter id in the Field Label field..
- Select Number/Currency as the Formula Return Type from the drop-down list.
In the case of Number and Currency Return Type fields, enter a value for Decimal places.
Constructing Formulas
- Under Select Functions, select Numeric Functions from the drop-down list.
- From the list of Numeric Functions, choose a function and click Insert.
(Alternatively, you can double-click on a function to insert) - In the Formula expression, click between the parenthesis to insert an argument.
- Under Select Field column, choose a field and click Insert.
(Alternatively, you can double-click on a field to insert) - Under Select Operator column, choose an operator and click Insert.
- Click Check Syntax to check the construction of the formula.
- Click Save.