Formulas can do far more than basic math—they can stitch text together, branch logic based on conditions, and calculate precise time differences to drive automations and reporting.

Level up your workflow with formulas

Use functions to transform raw fields into living indicators: generate human‑readable names, flag risks automatically, and compute durations or SLAs without manual work.

Combine text together with CONCAT()

Join multiple fields into a single, readable string for IDs, names, or labels.

• Example: CONCAT({Client}, " – ", {Project}, " (", {Quarter}, ")")

• Tip: For cleaner syntax, the & operator also joins text: {Client} & " – " & {Project}

Compare field values with logical operator: IF()

Return different outputs based on a condition; nest IF for multi‑branch logic or pair with AND/OR.

• Example: IF({Status}="Blocked","⚠️ Needs attention","On track")

• With AND: IF(AND({Priority}="High",{Due date}<TODAY()),"Overdue high‑priority","")

Difference between two date fields with DATETIME_DIFF()

Calculate exact differences between dates in units like days, hours, or minutes.

• Example: DATE_DIFF({Due date},{Start date},"days")

• SLA pattern: DATE_DIFF({Resolved at},{Created at},"hours")

Take action: Write a formula with a function

1. Pick a goal (e.g., auto‑flag overdue work).

2. Add a formula field.

3. Enter: IF(AND({Status}!="Done",{Due date}<TODAY()),"Overdue","On time")

4. Format as single line text or use emojis to improve scanning.

Image suggestions:

• After “Level up…”: a small table snippet showing text concatenation results for friendly record names.

• After IF() section: a list view with a “Health” formula column flipping between “On track” and “⚠️ Needs attention.”

• After DATE_DIFF(): a record detail showing Start date, Due date, and “Duration (days)” computed by the formula.

• After “Take action”: the formula editor panel with the IF/AND example and a preview of returned values.