---
title: Formulas
description: Add a property SalexHub works out from the rest of the record, and look up the 24 functions, the operators and the limits of a formula.
url: https://salexhub.com/docs/data/formulas
type: reference
area: data
section: Data
last_updated: 2026-11-14
prerequisites:
  - https://salexhub.com/docs/data/properties
related:
  - https://salexhub.com/docs/data/properties
  - https://salexhub.com/docs/data/relationships
  - https://salexhub.com/docs/data/record-rules
  - https://salexhub.com/platform/data-model/formulas
tools:
  - property.create
who: Owners and Admins, or a role with Organization settings.
---

# Formulas

Add a property SalexHub works out from the rest of the record, and look up the 24 functions, the operators and the limits of a formula.

> **Who can do this**: Owners and Admins, or a role with Organization settings.

A formula is a property whose value SalexHub works out from other properties of the same record. Nobody types it, and AI never fills it in.

## Add a formula

### Open the properties

Go to **Settings > Data > Properties**, choose the **Object**, then **Create property**.

### Choose the type

Give it a **Label** and pick **Formula** as its **Type**. Note the **Internal name** of each property you want to use: a formula refers to properties by it.

### Write the formula

Type the expression in **Formula**, such as `ROUND_MONEY(value * 0.1)`.

### Choose how the result shows

Leave **Result** on **Automatic**, or choose **Number**, **Percent**, **Currency**, **Yes or no**, **Text**, **Date** or **Date and time**. Then **Create property**.

The value shows in the table and on the record. You can also ask the Agent to add a formula: it shows you a card to approve first.

## Syntax

| Part | Written as |
| --- | --- |
| A property | Its internal name: `hours`, `hourly_rate` |
| Text | In double or single quotes: `"Late"` |
| Numbers, yes and no, empty | `1250`, `0.15`, `true`, `false`, `null` |
| Arithmetic | `+` `-` `*` `/` `%` |
| Comparison | `==` `!=` `<` `>` `<=` `>=` |
| Logic | `&&` (and), `\|\|` (or), `!` (not) |
| Either or | `hours > 8 ? "Long" : "Short"` |
| A function | `DAYS_UNTIL(visit_date)`; names are not case-sensitive |

Arithmetic is exact on decimals, so `20.1 * 5 / 100` is 1.005. A division by zero gives an empty value.

An empty input gives an empty answer, never a guess: `hours * hourly_rate` is empty while `hours` is, and `visit_date < TODAY()` is empty, not yes, on a record without a date. `IF` over an empty condition is empty too.

## Functions

| Function | What it returns | Example |
| --- | --- | --- |
| `IF(condition, then, else)` | `then` when the condition holds, else `else` | `IF(hours > 8, "Long", "Short")` |
| `COALESCE(a, b, ...)` | The first value that is not empty | `COALESCE(nickname, name)` |
| `NOT(x)` | Yes when `x` is no or empty | `NOT(is_billable)` |
| `OUTCOME(stage)` | `"won"`, `"lost"` or `"open"`, by what the stage's option declares | `OUTCOME(stage) == "open"` |
| `CONCAT(a, b, ...)` | The values joined as text | `CONCAT(code, "-", year)` |
| `UPPER(text)`, `LOWER(text)` | The text in capitals, or in lower case | `UPPER(code)` |
| `TRIM(text)` | The text without spaces at either end | `TRIM(name)` |
| `LEN(text)` | The number of characters | `LEN(notes)` |
| `CONTAINS(text, part)` | Yes when the text holds the part, ignoring case | `CONTAINS(name, "kit")` |
| `ROUND(x, places)` | `x` rounded half up; negative places round to tens, hundreds | `ROUND(1.005, 2)` is 1.01, `ROUND(1250, -2)` is 1300 |
| `ROUND_MONEY(x)`, `ROUND_MONEY(x, code)` | `x` rounded to its currency's minor unit, or to the one named | `ROUND_MONEY(price, "AED")` |
| `FLOOR(x)`, `CEIL(x)` | `x` rounded down, or up, to a whole number | `CEIL(hours)` |
| `ABS(x)` | `x` without its sign | `ABS(balance)` |
| `MIN(a, b, ...)`, `MAX(a, b, ...)` | The lowest, or highest, of the numbers that are not empty | `MAX(hours, 1)` |
| `TODAY()` | Today's date in your organization's time zone | `TODAY()` |
| `DAYS_BETWEEN(from, to)` | The days from one date to the other | `DAYS_BETWEEN(start_date, end_date)` |
| `DAYS_SINCE(date)` | The days since a date, positive while it is past | `DAYS_SINCE(last_visit)` |
| `DAYS_UNTIL(date)` | The days until a date, positive while it is ahead | `DAYS_UNTIL(visit_date)` |
| `YEAR(date)`, `MONTH(date)` | The year, or the month from 1 to 12 | `YEAR(visit_date)` |
| `REPORTING_CURRENCY()` | Your organization's reporting currency code | `REPORTING_CURRENCY()` |

`ROUND_MONEY` rounds to two decimals when no currency can be named. A formula that uses `TODAY()` or a `DAYS_` function changes with the day.

## Limits

- A formula reads only its own record's properties. To count or total linked records, use a rollup: **Count**, **Sum**, **Minimum**, **Maximum** or **Average** over a relationship. Money never totals across currencies.
- It is an expression and nothing more: no code, no functions of your own, no loops, no way to change a value.
- A formula can use another formula; each is worked out after the ones it reads.
- A save is refused with **Invalid formula** for a mistake in the expression, and with **Formula references unknown properties** for a name the object does not have.
- An amount converted into the reporting currency is worked out after formulas, so a formula cannot read it. Use the original amount.
- A person who cannot read one of a formula's inputs does not see the formula either.
- An expression holds at most 2,000 characters.

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The same page for people: https://salexhub.com/docs/data/formulas. Index of this site for agents: https://salexhub.com/llms.txt