We can use the Formula Builder to define conditions with formulas. Formulas are evaluated at the time a workflow triggers or an action or transition executes. Formula definitions can include internal field IDs, SQL functions, JavaScript, SuiteScript, and mathematical operators. We can manually enter formulas or develop them using the Formula Builder.
Rules and Guidelines for Using Formulas
- The type of functions you can use depend on the type of trigger set for workflow initiation, or action or transition execution.
- SQL functions execute on the server, while JavaScript and SuiteScript execute on the client. Therefore, use SQL functions with server triggers, and use JavaScript and SuiteScript functions with client triggers. You cannot use client triggers for workflow initiation or transitions.
- If a formula references a custom field internal ID and the internal ID changes, you must update the formula with the new internal ID.
- Invalid formulas can break a record form. Consequently, users will not be able to create or edit records. Therefore, thoroughly test your formulas before activating the workflow.
Formula Builder Parameters
To create a formula with the Formula Builder:
- Open the workflow definition, action, or transition definition.
- Select Custom Formula in the Condition section.
- Click the Open icon to open the Condition Builder.
- Enter your condition criteria.
- Modify the function’s argument placeholders by substituting the placeholder with the field id you want to use in the formula.
- For example, to test if the length is greater than 10, replace:
LENGTH(char){custrecord65}
with:
LENGTH({custrecord65}) > 10
- Click Set to return to the workflow, action, or transition definition.