Formula References

References pull values from cells, badges, record metadata, parent records, child records, linked records, records found by name, or cell properties.

Everyday References

What you need	Use	Example
A cell by name	{{Price}}	{{Price}} * {{Quantity}}
A cell by position	A1	A1
The current cell	CURRCELL	IF(CURRCELL > 100, "High", "OK")
The current record	CURRREC	C@CURRREC!{{Price}}
A badge value	B@BADGE_NAME	B@Priority

Record Metadata

Access the record's metadata like created date etc using special syntax.

Metadata	Syntax	Example
Record title	M@NAME	M@NAME
Assigned user	M@ASSIGNED	M@ASSIGNED
Follow-up date	M@FOLLOWUP	M@FOLLOWUP
Record status	M@STATUS	M@STATUS
Type name	M@TYPENAME	M@TYPENAME
Type ID	M@TYPEID	M@TYPEID
Record Created Time	M@CREATED	M@CREATED
Record Updated Time	M@UPDATED	M@UPDATED
Record Created By	M@CREATEDBY	M@CREATEDBY
Record Updated By	M@UPDATEDBY	M@UPDATEDBY

Connected Record References

Use connected-record references when a formula needs values from child records, parent records, or linked records.

What you need	Syntax	Example
Values from child records	C@CURRREC!REF	SUM(C@CURRREC!{{Amount}})
Values from child records of one type	C@CURRREC!N@TYPENAME!REF	SUM(C@CURRREC!N@Invoice!{{Amount}})
Values from parent records	A@CURRREC!REF	A@CURRREC!{{Budget}}[0]
A value from a linked record	DYNREF(REFERENCE_RECORD_POS, REF)	DYNREF(A7, {{Address}})

Records by Name

Use S@ to read from a specific record by its name instead of its ID. This is useful for shared lists, rate tables, or settings that live in one record and are edited directly, without changing a type. Because the formula holds a name and not an ID, it keeps working when you export and import a workspace.

What you need	Syntax	Example
A cell in a named record	S@RECORD_NAME!CELL	S@RateTable!A3
A field in a named record	S@RECORD_NAME!{{Field Name}}	S@Pricing_Config!{{Tax Rate}}

{{Subtotal}} * (1 + S@Pricing_Config!{{Tax Rate}})

Things to know:

• A record name can contain only letters, numbers, and underscores. An underscore also matches a space, so S@Pricing_Config finds a record named Pricing_Config first, and then one named Pricing Config.
• The field name inside {{ }} can contain spaces.
• The record is looked up in the same workspace as the formula. If several records share the name, the first one found is used, so keep these names unique.
• If no record has that name, the formula shows #REF!.
• The formula recalculates when the named record's value changes.
• A newly created record can take a moment to become available by name. If you rename the record, update the formulas that use its name.

Cell Properties

Use P@ when a formula needs to read a cell property.

A1!P@BACKGROUND_COLOR

Related Pages

• Formulas
• Function Index
• Connecting Objects