Formula References
References pull values from cells, badges, record metadata, parent records, child records, linked records, 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 |
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}}) |
Cell Properties
Use P@ when a formula needs to read a cell property.
A1!P@BACKGROUND_COLOR