How to Create Boolean Formula Field in Zoho CRM
The following table helps you to understand the type of arguments required for boolean functions along with the type of syntax that needs to be formed.
| If | Returns one of two values, depending on the value of a given logical condition. If the boolean test is true, If() returns the true value, otherwise returns the false value. | If(Boolean,Generic, Generic)* | If(8>7,1,0) returns "1.0" If(8>7,'True','False') returns "True" |
| And | Returns a true response if all expressions are true; returns a false value even if one of the expressions is false. | And(boolean,boolean ...) | And(2>1,5>3,7<8) returns "true" And(2>1,5>3,7>8) returns "false" |
| Or | Returns true if any one expression is true. Returns false if all expressions are false. | Or(boolean,...) | Or(2>1,3>5,7>8) returns "true" Or(1>2,3>5,7>8) returns "false" |
| Not | Returns the logical negation of the given expression(If the expression is true, returns false). | Not(boolean) | Not(false) returns "true" Not(true) returns "false" |
* Generic implies any data type – Number, String, Datetime (including normal date) or Boolean. The return type depends on the selected data type. For instance, if the generic data type is a number, the return type should be Numeric and not string or boolean.
*Values of the String data type can be used with == and != operations inside If(), Or(), And(), and Not() library functions. For example, If (‘abc’ == ‘abc’, ${returnValue1}, ${returnvalue2})*
To create boolean 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 Label field.
- Select Boolean Functions as the Formula Return Type from the drop-down list.
- Constructing Formula
- Under Select Functions, select Boolean Functions from the drop-down list.
- From the list of Boolean 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.
